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Blas Moros79 insights0 followers

@blas
Crony capitalism pays officials to eliminate competitors. Entrepreneurship wins by building the best product.
David SenraTravis Kalanick, Founder of Uber & Atoms
@blas
Use breadth-first search in strategy: map the opportunity’s full breadth before committing deeply to one direction.
David SenraTravis Kalanick, Founder of Uber & Atoms
@blas
In transportation, pricing is not a finance detail. It is the sum of the company’s strategy.
David SenraTravis Kalanick, Founder of Uber & Atoms
@blas
Founders should distrust founder advice from venture capitalists. They privately hear investors’ worst behavior and experiences.
David SenraTravis Kalanick, Founder of Uber & Atoms
@blas
Start with a low price as the floor, then carry each investor's forward lean to the next bidder.
David SenraTravis Kalanick, Founder of Uber & Atoms
@blas
In fundraising, never get attached to a price. Get attached to an excellent process.
David SenraTravis Kalanick, Founder of Uber & Atoms
@blas
A larger driver network cuts pickup times and prices by reducing driver downtime.
David SenraTravis Kalanick, Founder of Uber & Atoms
@blas
Human progress moves forward when people push past limits, endure the pain, and force everyone else higher.
David SenraTravis Kalanick, Founder of Uber & Atoms
@blas
For high-volume industrial work, purpose-built machines outperform humanoids by doing narrow tasks faster and at greater throughput.
David SenraTravis Kalanick, Founder of Uber & Atoms
@blas
Industrial automation creates meaningful change when it targets entire industries at scale, not isolated tasks.
David SenraTravis Kalanick, Founder of Uber & Atoms
@blas
Ride-sharing competition becomes a subsidy race: market share improves efficiency, forcing the smaller rival to spend more.
David SenraTravis Kalanick, Founder of Uber & Atoms
@blas
More raw materials expand industrial capacity, while automation strengthens the industries that use them.
David SenraTravis Kalanick, Founder of Uber & Atoms
@blas
In competitive performance, pain proves you are nearing human limits. Avoid it, and someone else surpasses you.
David SenraTravis Kalanick, Founder of Uber & Atoms
@blas
The right robotics form factor depends on task scale, environment, and specificity, not a default humanoid design.
David SenraTravis Kalanick, Founder of Uber & Atoms
@blas
New York limits Uber drivers, shrinking supply, raising prices, and reducing service quality.
David SenraTravis Kalanick, Founder of Uber & Atoms
@blas
A company’s practical limit is its management capacity: how many problems it can solve as ambition expands.
David SenraTravis Kalanick, Founder of Uber & Atoms
@blas
A New York taxi medallion owner could earn about $80,000 annually while each driver paid $40,000 for half-time access.
David SenraTravis Kalanick, Founder of Uber & Atoms
@blas
Uber gave Baidu about 7% instead of 50%, buying trusted local backing and regulatory access without surrendering control.
David SenraTravis Kalanick, Founder of Uber & Atoms
@blas
A roughly $15 bowl can become $30 after delivery, with courier drop-offs adding about $12 to the bill.
David SenraTravis Kalanick, Founder of Uber & Atoms
@blas
Food e-commerce must combine production and logistics in the same local facility because food has a 30-minute half-life.
David SenraTravis Kalanick, Founder of Uber & Atoms
@blas
The weirdest, hardest problems can create the most value. Treat apparent impossibility as an invitation to investigate.
David SenraTravis Kalanick, Founder of Uber & Atoms
@blas
The same facts lead to radically different conclusions when they are framed as different stories.
David SenraLulu Cheng Meservey, Founder of Rostra
@blas
Going direct works without traditional charisma when a founder’s belief in the idea is intense and unassailable.
David SenraLulu Cheng Meservey, Founder of Rostra
@blas
In a world flooded with synthetic communication, distinctiveness is how you cut through noise and build a movement.
David SenraLulu Cheng Meservey, Founder of Rostra
@blas
The strongest product narrative describes what users become or accomplish after adoption, not what the product contains.
David SenraLulu Cheng Meservey, Founder of Rostra
@blas
The right “bicycle of the mind” preserves complexity while making an explanation immediately understandable.
David SenraLulu Cheng Meservey, Founder of Rostra
@blas
A movement’s fighting spirit can stay constant even as its tactics and audience change.
David SenraLulu Cheng Meservey, Founder of Rostra
@blas
Explain a company through the merchant’s dream it enables, while the product becomes ambient infrastructure.
David SenraLulu Cheng Meservey, Founder of Rostra
@blas
People rally around leaders who visibly do what followers feel ashamed or unwilling to do themselves.
David SenraLulu Cheng Meservey, Founder of Rostra
@blas
Pursuing a startup idea against overwhelming opposition requires insane confidence that your perception of truth is right.
David SenraLulu Cheng Meservey, Founder of Rostra
@blas
A strong manifesto makes its future so vivid people sacrifice jobs, family, security, and comfort to create it.
David SenraLulu Cheng Meservey, Founder of Rostra
@blas
An outsider can turn a founder’s tangled thoughts into one phrase that reveals the idea’s core.
David SenraLulu Cheng Meservey, Founder of Rostra
@blas
When mainstream access and allies are missing, direct communication lets an organization create its own stories and distribution.
David SenraLulu Cheng Meservey, Founder of Rostra
@blas
People join apparently crazy projects when a founder they trust personally asks them to take the leap.
David SenraLulu Cheng Meservey, Founder of Rostra
@blas
A good manifesto is a magnet: once people see it, they cannot get it out of their heads.
David SenraLulu Cheng Meservey, Founder of Rostra
@blas
Founders need narrative sovereignty: control over the stories and explanations that shape their company’s destiny.
David SenraLulu Cheng Meservey, Founder of Rostra
@blas
Intermediaries distort unconventional ideas most severely when messages pass through someone else’s worldview and incentives.
David SenraLulu Cheng Meservey, Founder of Rostra
@blas
Going direct does not require extroversion or charisma. It requires unshakeable belief in a coherent idea.
David SenraLulu Cheng Meservey, Founder of Rostra
@blas
A tiny targeted channel can outperform mass media when you need only a handful of elite machine-learning engineers.
David SenraLulu Cheng Meservey, Founder of Rostra
@blas
Anduril went directly to Quantico, Camp Pendleton, National Defense University, and the CIA instead of relying on mainstream technology press.
David SenraLulu Cheng Meservey, Founder of Rostra
@blas
Find the specific people whose opinions matter, learn where they get information, and communicate there.
David SenraLulu Cheng Meservey, Founder of Rostra
@blas
Bureaucracy and institutional slowness could be society’s shock absorber as AI-driven change accelerates.
The a16z ShowGarry Tan on Taste, Agents and Founder Ambition
@blas
AI’s major social transformation could take roughly 20 years as institutions absorb new expectations.
The a16z ShowGarry Tan on Taste, Agents and Founder Ambition
@blas
After solving a difficult task, turn the solution into reusable instructions, code, and tests that can run again.
The a16z ShowGarry Tan on Taste, Agents and Founder Ambition
@blas
Decisions improve when you look at reality directly instead of following fashionable narratives, investor maps, or prevailing opinion.
The a16z ShowGarry Tan on Taste, Agents and Founder Ambition
@blas
Do not dismiss work because it looks unimportant at first. Important work often starts that way.
The a16z ShowGarry Tan on Taste, Agents and Founder Ambition
@blas
Design agentic systems by finding bottlenecks, then instructing agents to create software or documentation that removes them.
The a16z ShowGarry Tan on Taste, Agents and Founder Ambition
@blas
Use every model to build trivial projects. They become a chassis for catching up with fast-moving technology.
The a16z ShowGarry Tan on Taste, Agents and Founder Ambition
@blas
AI erases the API line by letting agents communicate with software through real-time, machine-readable exchanges.
The a16z ShowGarry Tan on Taste, Agents and Founder Ambition
@blas
An agent combines memory, retrieval, and data access so one person can reason over far more information than humans can unaided.
The a16z ShowGarry Tan on Taste, Agents and Founder Ambition
@blas
Falling inference costs unlock ambitious consumer AI products by making free-to-try software economically viable.
The a16z ShowGarry Tan on Taste, Agents and Founder Ambition
@blas
SaaS was once valued by a 10–20x next-twelve-month revenue multiple. That rule is no longer sacred.
The a16z ShowGarry Tan on Taste, Agents and Founder Ambition
@blas
Making software and films accessible does not guarantee broader participation. The original minority may remain the primary users.
The a16z ShowGarry Tan on Taste, Agents and Founder Ambition
@blas
Keep agent knowledge reliable by tracking provenance, resolving conflicts, and running recurring accuracy sweeps.
The a16z ShowGarry Tan on Taste, Agents and Founder Ambition
@blas
The strongest business loops change how the business operates with every output, not just complete one task.
The a16z ShowGarry Tan on Taste, Agents and Founder Ambition
@blas
Agents extend a leader’s awareness beyond one person’s head with direct operational evidence, not just opinions.
The a16z ShowGarry Tan on Taste, Agents and Founder Ambition
@blas
AI coding tools are making solo founding more viable, though co-founders still win when everything else is equal.
The a16z ShowGarry Tan on Taste, Agents and Founder Ambition
@blas
Code is no longer precious. Software can be disposable, changing what deserves serious investment.
The a16z ShowGarry Tan on Taste, Agents and Founder Ambition
@blas
Coding agents remove execution overhead, making agency and taste more important than ever.
The a16z ShowGarry Tan on Taste, Agents and Founder Ambition
@blas
Some very small companies may reach roughly $15 million ARR in four months using a few hundred reusable agent skill files.
The a16z ShowGarry Tan on Taste, Agents and Founder Ambition
@blas
Every SaaS and marketplace entrepreneur should study the other model for design ideas that improve their own business.
Invest Like The BestEric Vishria – The Past, Present, and Future of SaaS and Software - [Invest Like the Best, EP.183]
@blas
Product development is becoming measurable as usage data reveals what drives retention and churn, beyond surveys and focus groups.
Invest Like The BestEric Vishria – The Past, Present, and Future of SaaS and Software - [Invest Like the Best, EP.183]
@blas
Self-serve software replaces expensive sales-led distribution with lower-cost marketing-led acquisition, making smaller businesses economically reachable.
Invest Like The BestEric Vishria – The Past, Present, and Future of SaaS and Software - [Invest Like the Best, EP.183]
@blas
Cheaper software creation and micro-adoption triggered a Cambrian explosion of SaaS targeting nearly every repeated function inside organizations.
Invest Like The BestEric Vishria – The Past, Present, and Future of SaaS and Software - [Invest Like the Best, EP.183]
@blas
When software talks to software, APIs replace the human-facing graphical interface.
Invest Like The BestEric Vishria – The Past, Present, and Future of SaaS and Software - [Invest Like the Best, EP.183]
@blas
An API can be a product’s primary consumption vehicle without replacing its graphical interface. Stripe illustrates the hybrid model.
Invest Like The BestEric Vishria – The Past, Present, and Future of SaaS and Software - [Invest Like the Best, EP.183]
@blas
APIs are a competitive frontier because software products must exchange data, call functions, and integrate across software ecosystems.
Invest Like The BestEric Vishria – The Past, Present, and Future of SaaS and Software - [Invest Like the Best, EP.183]
@blas
Shared SaaS data can become a network effect when customers see anonymized peer benchmarks and make better operating choices.
Invest Like The BestEric Vishria – The Past, Present, and Future of SaaS and Software - [Invest Like the Best, EP.183]
@blas
Stripe Radar shows the promise of cross-customer SaaS intelligence: one customer’s fraud signals help protect others.
Invest Like The BestEric Vishria – The Past, Present, and Future of SaaS and Software - [Invest Like the Best, EP.183]
@blas
SaaS gains marketplace defensibility, marketplaces gain SaaS traits, and the combination can create winner-take-most moats.
Invest Like The BestEric Vishria – The Past, Present, and Future of SaaS and Software - [Invest Like the Best, EP.183]
@blas
Software can Moneyball judgment-heavy business functions by turning qualitative decisions into measurable, data-driven processes.
Invest Like The BestEric Vishria – The Past, Present, and Future of SaaS and Software - [Invest Like the Best, EP.183]
@blas
Gen 1 SaaS charges by seats. Twilio and Stripe charge by transaction volume.
Invest Like The BestEric Vishria – The Past, Present, and Future of SaaS and Software - [Invest Like the Best, EP.183]
@blas
Stripe’s interface became a building block that lets developers add global payment acceptance directly to their applications.
Invest Like The BestEric Vishria – The Past, Present, and Future of SaaS and Software - [Invest Like the Best, EP.183]
@blas
API-driven automation can turn a multi-week, labor-intensive loan process into a fast, real-time operation.
Invest Like The BestEric Vishria – The Past, Present, and Future of SaaS and Software - [Invest Like the Best, EP.183]
@blas
Business workflows are moving from human mediation to software that gathers data, analyzes it, and returns decisions instantly.
Invest Like The BestEric Vishria – The Past, Present, and Future of SaaS and Software - [Invest Like the Best, EP.183]
@blas
APIs are Lego-like building blocks developers combine to encode business processes and assemble applications.
Invest Like The BestEric Vishria – The Past, Present, and Future of SaaS and Software - [Invest Like the Best, EP.183]
@blas
SaaS pricing is shifting from charging for users to charging for software-mediated transactions.
Invest Like The BestEric Vishria – The Past, Present, and Future of SaaS and Software - [Invest Like the Best, EP.183]
@blas
Software’s competitive shift is moving from graphical interfaces for people toward APIs built for systems to interact.
Invest Like The BestEric Vishria – The Past, Present, and Future of SaaS and Software - [Invest Like the Best, EP.183]
@blas
The next software shift is profound: businesses are becoming encoded in software, not merely using it.
Invest Like The BestEric Vishria – The Past, Present, and Future of SaaS and Software - [Invest Like the Best, EP.183]

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