thesis

Sequoia recently talked about the 5% rule - where any industry is ripe for disruption with an AI native tool if an AI agent outperforms the bottom 5% of white collar workers.

What could that category be? Maybe longevity. Maybe neurotech, which I’m a huge believer in. Maybe consumer, or climate, or spatial computing. One of my pet peeves is when someone says something like, “But where are the exits in healthcare?” Focusing on the past is a surefire way to be wrong about the future, when variables have shifted that ensure... See more