Eli
@EliDukes_
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mapping every industry
Dallas, TX
Joined December 2013
The thing about superior technology is that you still have to go win mindshare and tear down faulty incentive structures.
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Bid/ask spreads on prediction markets still too far apart in the majority of even medium liquidity markets.
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Brilliant. Would expect more partnerships between labs and a number of players as the labs try to obtain niche data, environments, and experts.
We are excited to announce a strategic partnership between OpenAI and Thrive Holdings. Through our partnership, OpenAI will become an equity owner in Holdings, and collectively we will set out to deliver frontier technology for our customers. For decades, technology has
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Suspect that Wendell Berry will soon become as well known as McLuhan and Girard
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One of the more interesting posts I've encountered lately
Cote & Knott’s Platform Play: A Permanent-Capital HoldCo on Steroids David Cote (former Honeywell CEO) and Thomas Knott (ex-Goldman Sachs PE Group) are executing one of the most innovative investment structures on Wall Street today — a hybrid of independent sponsor, a permanent
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The current Series A vintage of more traditional SaaS companies is going to be generational.
We’re in a very weird moment. There’s more capital available to invest than ever before—$476 billion in PE dry powder globally plus massive VC funds. But nearly all of it is chasing AI or the absolute best companies. The middle-tier SaaS companies—good companies, profitable
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90% of the value in applied AI industry disruption will come from the balance sheet and not from the technology. Partnership leverage is one of the only real GTM leverage points left.
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Two massive TAM explosions underway at the same time 1. Silicon Valley merged with White House - energy, defense, space, ai - oligarchiish but less misallocation of capital 2. Wall Street merging with Silicon Valley (Goldman buys Industry ventures) and embracing retail
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721 exchange is quite literally the most insane mechanism that nobody has really used yet for a wide variety of applications.
This guy takes 1031 exchange to a whole new level! His name's Izzy Slodowitz and he found this tax loophole called an IRS 721 Exchange Fund. Apparently people contribute their appreciated stock to his fund without paying capital gains tax, and the fund also buys private jets --
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Dirty Jobs but just going into every single major infrastructural industry for two weeks in the US for an on-the-ground assessment.
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This is a large part of what's going on in the AI-enabled buyouts, rollups as well.
I expect a lot of tech forward companies will use AI to replicate internally the software they use from third-party vendors and cut majority of their current SaaS deals. The saas decade as it was is long over More evidence: saas VCs reinventing themselves into new areas
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Amazing what you can learn about an industry by simply modeling the flow of funds.
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If your business is reducible to model calls, it’s over. Luckily, none of the truly great opportunities were built around this anyways.
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Jeff is n of 1 at vertical design.
go behind the scenes at Ambrook Design with me and @benblumenrose of @designerfund our interview covers: 🏷️ bringing craft to underserved industries 🏷️ stacking design expertise into eng + gtm + ops 🏷️ growing as a designer and a founder
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Ultimately, I'm curious if some of the training costs can be alleviated with technology. I'm also interested in novel business models that may be possible now. Golf Ranch as a model is extremely interesting.
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And then there's the literal pricing out that is happening: https://t.co/4GxFKRRVNl
nytimes.com
Students react to an article about the transformation of youth athletics into a multibillion-dollar industry and share how it affects their participation.
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