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What type of software businesses survive and thrive in the era of AGI? Which ones get wiped out? Is there any moat in the era of AGI?


You need to learn the parable of picking up dimes in front of the steam roller, which I think originally is attributed to Jean-Louis Gasset, the founder of BOS. The idea is that in a genuine platform war (which in the tech industry we haven't had for a while), new business opportunities are kind of like little dimes you see in the street in front of a giant platform steam roller. If you're agile enough, you can jump into the street, grab the dime, and jump out. In fact, you can do it repeatedly. The only problem is that if you stumble and fall once, you die.

There used to be a lot of wisdom in the entrepreneurial ecosystem about how to survive such a platform in a more durable way. For example, if you own the customer, then you can play the major platforms off against each other. Or, if you study the case, for example, of Intuit, which survived the attempt of Microsoft to absorb that product feature into their own platform monopoly at the time, there are lessons to be learned. But of course, every platform war is different, and I'm sure there will be new lessons that we will learn from this one.


Slow at first. Then fast. Then exponential.


Question is: what part of this growth curve are we on now?


The wobbly one where we try to shoehorn tech into use cases until it sort of fits.


Grupago, Inc. - Head of Credit & Credit Operations | Data scientist / Machine Learning Engineer (Credit Analysis)

See our jobs page here: https://apply.workable.com/grupago/

We are an early-stage, venture-backed fintech that focuses on bringing affordable credit and financial services to small business owners across LatAm - starting with Mexico.

Grupago is able to serve micro-SMBs as a result of three key innovations – community distribution, group collateral, and AI-driven underwriting.

We are backed by top venture investors across the US and Mexico, and our co-founding team has spent their careers working in fintech and entrepreneurship.

This role will include a competitive salary, bonus, and equity compensation.


https://www.Grupago.mx

We are hiring for: Data scientist (ideally w/ credit experience) - Bay Area Based | Credit & Risk Lead - CDMX Based | Product Manager & BizOps (w/ fintech experience) - CDMX Based

We are pioneering group micro-lending in Latin America, starting with Mexico. We help small businesses (led by mostly women) receive funding, driven by AI underwriting, and collateralized by a group solidarity model.

We are a well-funded, ventured backed startup led by an experienced entrepreneur and former VC.

Email us at hola@grupago.mx


Well - last time the pattern looked like this (the years around ~1917) it eventually led to WWII. So will we see a WWIII in the next 5-20 years?


Grupago. Building operating system for LatAm ecommerce - delivery and cash payments.

A dream job to help build out our MVP, an ambitious product, and hire/manage a growing team.

Top tier venture backed. Run by an experienced, serial founder and former VC.

Hiring for Spanish-English bilingual full stack senior lead.

Ideally LatAm based (Mexico or other).

Preference for Ruby on Rails - but flexible.

Email uri@grupago.mx for more info.


1. Exercise daily.

2. Then choose Tony Robbins or David Goggins, and go deep.

I wrote an article, originally written for founders ==> but choosing one of these paths (whichever resonates most with you) will ABSOLUTELY transform your mindset, if you actually commit to it. https://www.linkedin.com/pulse/should-i-start-startup-ask-on...

3. I also recommend a spiritual practice, if that calls to you at all. Most of all, sending you peaceful + warmth ==> hang in there, and you are not alone. Check out "The Untethered Soul" to start.


Great piece. Most MBAs learn this in b-school. This is wonderfully paired with this video (from Ray Dalio) --> which draws analogs to this process on the macro / country level https://www.youtube.com/watch?v=xguam0TKMw8


Worth a quick (hilarious) read of the text of Deteriorata ;) https://web.archive.org/web/20150511234144/http://www.joke-a...


I've been wrestling with this recently as well, and found a great read re: OKRS versus a framework called OGSM.

It provides the metrics and strategies that OKRs are missing - and results in deeper thinking up front.

Here's a good read on this - https://medium.com/infinite-beta/ogsm-okr-8761dcb50e02


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