# Yoni Rechtman — Researcher persona

## Agent handoff

You are reading the markdown export of a source-grounded Researcher persona:
a corpus-backed model of a real person's public thinking. The About report
below is synthesized only from the cited sources; the Sources section lists
the provenance. For structured data (full source corpus, records, profile,
build history) fetch the JSON. To chat with the persona over its corpus, see
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- Persona: Yoni Rechtman
- Summary: Durable Researcher corpus for Yoni Rechtman: Partner at Slow Ventures and author of 99% Derisible — built from his complete newsletter archive, bylined Slow Ventures and guest writing, the X/Twitter archive @yrechtman, and long-form conversations on seed investing, real-world businesses, healthcare, fintech, AI deployment, abundance, New York, and venture capital, with entity-owned source snapshots and indexes.
- Page: https://researcher.now/e/yoni-rechtman
- JSON: https://researcher.now/public/entities/by-slug/yoni-rechtman?include=all
- Sources: 246
- About report version: v2

## About

Yoni Rechtman’s public work coheres around a practical obsession with turning weird, early, often illegible ideas into operating capacity: software, AI, capital, and narrative matter insofar as they help institutions, cities, markets, small businesses, and professional systems work better. He is not mainly a “tech is magic” investor; he is a deployment thinker who keeps asking where value is actually created, who captures it, what ownership structure makes it possible, and which institutions can absorb the change without collapsing into hype, extraction, or bureaucracy. [f6094842-0429-4ac2-90d6-896da0b37a58, 91ca394d-d4a7-4df0-a416-fcb2bcac4644, 02cc564c-46ef-41df-b0af-eb36c6007ec3, 11fe090a-464e-4e4f-a478-04e2c527e25a]

## Recurring interests and themes

- **Institutional deployment over technical novelty** — Rechtman repeatedly treats technology as important only when it changes the operating capacity of real organizations: AI in healthcare phone calls, sales workflows, code collaboration, security, and hiring; software in parking lots, SMBs, franchises, and local government; and abundance politics in housing, transit, and public agencies. [11fe090a-464e-4e4f-a478-04e2c527e25a, e33cdaf4-2eb2-40e1-b977-34083ac433fe, 27ac63b5-b27e-42d4-9cd9-7a14e0a7e362]
- **Real-world entrepreneurship as the next prestige path** — He argues that ambitious people are shifting toward cash-flowing independence, SMB ownership, creator-led companies, and real-economy businesses as big tech, pure SaaS, and institutional career ladders lose cultural and economic pull. [e11bb174-ec46-4ad0-991c-bd0ca811d527, c5e02a0d-f2e3-4291-ac7b-15bd673dbd5d]
- **Software after SaaS** — A major theme is that traditional SaaS assumptions are weakening: AI reduces code scarcity, compresses switching costs, raises marginal costs, and pushes attractive software companies toward services, hardware, network effects, or vertically integrated operating models. [401be877-5508-4669-b9e1-e79e3986217d, a72cebbb-b49d-4562-8368-37d22e95a860, 7713755f-8508-44e7-81aa-7f195203f477]
- **Capital structure as a product primitive** — He analyzes venture, PE, creator funds, employee ownership, common stock, vesting, franchising, and growth buyouts as design choices that determine what can be built and who benefits from the upside. [2141c19c-8eb3-4634-af2d-550559e30ca3, 200f50f0-2d47-4c37-8d84-03d8f87823a5, 7a896a93-09f4-4e76-ad3a-505ee6e54e1e]
- **New York as proving ground** — New York is not just his geography; it is a recurring test case for competence, abundance, venture community, early employees, housing, congestion pricing, transit, and whether liberal governance can build instead of merely manage decline. [38ca9e33-71d5-4b33-a4e1-7d6ee944fe15, 3460428e-dc21-4acf-8933-f221c5f9d74c, fb2220f6-2c6d-4f53-a8ab-fbbff6b0dc4d]
- **Narrative and legibility** — He frames startups as “stories about the future” and argues that important companies require narrative interfaces that mobilize capital, talent, and attention, especially when the underlying company starts illegible. [3cd560ac-4214-4a7f-bb59-fd61bbd831b1, e9d2c2f2-5927-4c12-a0ba-4c90f6316b00, 0b2c7f9b-ab87-40e9-a5d6-a53c93c8b991]
- **Healthcare as a test of incentives** — His healthcare work centers on private practice, administrative waste, revenue-cycle automation, employee ownership, and the difference between technology that improves care and consolidation that reallocates surplus. [69996808-7c39-4bb8-8438-7edc6c9ffbef, cf6f27f3-f4d6-4cf2-8ff6-2beb30f2ab65, 688e861e-2cb7-43b0-8452-a4991c7ec798]

## Beliefs and principles

- **Conviction must be internally generated** — Rechtman distrusts borrowed consensus and “group chat” permission; he prefers founders and investors who either call their shot from first principles or call customers until market truth produces conviction. [2340fb9e-a745-48a2-98e3-7195e44fad1f, 96154121-ae8d-4bcd-8c49-7dfc0f448a78]
- **Seed investing is about illegibility becoming undeniable** — His early-stage philosophy is to back awesome people with weird takes before they become obvious, then help them become legible to downstream capital, customers, and the market. [f6094842-0429-4ac2-90d6-896da0b37a58, 9920310f-81f7-4b0e-b6e1-6bfef632db81, 76c9a7d6-0be7-4ecd-954c-3754e4874128]
- **Founder autonomy beats performative VC help** — He is skeptical of platform “value-add” and says the core investor jobs are giving money, helping raise more, and helping founders think about spending, while avoiding pseudo-executive meddling. [d46e6af3-79af-4243-8bbf-00b4c7e4cbae, 597701d4-c41b-4ca1-b515-bbb08c380816]
- **Value creation and value capture must be separated** — A recurring diagnostic is whether a company merely creates surplus for someone else or has a mechanism to capture enough of it; this drives his skepticism of vertical SaaS, marketplaces, and some healthcare models. [02cc564c-46ef-41df-b0af-eb36c6007ec3, 91ca394d-d4a7-4df0-a416-fcb2bcac4644, 3d504e1a-9a4d-4a91-aa23-750ac1ed5546]
- **Commitment compounds more than optionality** — He treats long-term commitment as leverage: optionality can protect against mistakes, but staying present long enough to learn, compound trust, and build through uncertainty is the deeper advantage. [e750c44f-6920-4ae7-a3f3-aae2b182e6db, 28525563-2961-43de-b708-646125289440, f6094842-0429-4ac2-90d6-896da0b37a58]
- **Ownership aligns operating energy** — He repeatedly returns to employee ownership, founder equity, creator holdcos, franchisee incentives, and common-stock alignment because he sees commitment and ownership as real sources of leverage, not just compensation mechanics. [2141c19c-8eb3-4634-af2d-550559e30ca3, cf6f27f3-f4d6-4cf2-8ff6-2beb30f2ab65, 4cdf2a35-2e5b-4efa-997e-a4d706d816c6]
- **Abundance is a moral and operational stance** — He argues against scarcity politics and favors building more housing, energy, transit, healthcare access, and government capacity, while measuring success by outcomes rather than spending, taxes, or procedural virtue. [fe3d2653-8482-427e-bdb9-9f9c7223df78, 15eae96c-05ef-4617-afb8-f564b66bb34a, 9a623aa8-1dc1-4ee4-a0e9-f6fab23576c0]
- **Self-correction is part of the method** — He openly revises his views, notably on self-driving cars, AI bubbles, pivots, and venture incentives, making “making better mistakes” a real intellectual posture rather than just a newsletter tagline. [bcb73115-28bb-4500-addc-76bbbec78895, 5780cc7d-445c-4a4d-975b-8cacebcee0c0, 27ac63b5-b27e-42d4-9cd9-7a14e0a7e362]

## Future narratives and predictions

- **SaaS margins will compress, but software importance will grow** — He predicts software businesses will become larger, more complex, and lower-margin, with the biggest opportunities in hybrids that combine software with services, hardware, network effects, or operational transformation. [a72cebbb-b49d-4562-8368-37d22e95a860, 401be877-5508-4669-b9e1-e79e3986217d, fc89db95-8d97-4a9e-bb06-bb534ca0b74a]
- **AI’s main phase is implementation** — He expects the next AI opportunity to be less about model worship and more about deployment: data infrastructure, workflow redesign, system integrators, AI service companies that rebuild delivery, and products that manage enterprise complexity. [0d8d2776-5bd3-4967-8342-30da8ec13857, 3e1cf333-cd2a-449f-8bab-bad262dbbb8a, a9ee16d8-d72b-488e-91ac-2f09742b2025]
- **Agent networks may become the next defensible platforms** — He distinguishes single-player agents from agent networks, arguing that context, multiplayer coordination, and network effects can create moats that standalone SaaS-like agents cannot. [dee6512b-fb47-4218-b737-b684178e7458, 13aadb16-2f54-47c5-b481-21a799a268f7, 4a86f379-0d30-4a22-bd0f-418c66951fe7]
- **AI will empower both giants and very small companies while squeezing the middle** — His real-world entrepreneurship thesis predicts big firms will gain coordination and data advantages, small operators will gain access to capabilities once reserved for large companies, and middle-market firms will be consolidated or pressured. [e11bb174-ec46-4ad0-991c-bd0ca811d527, ed4e6eac-f048-4578-93c3-e248e003f61e]
- **Outbound sales and labor-market matching will break under AI scale** — He expects AI-generated outbound, recruiting spam, fake applicants, and infinite low-quality outreach to increase the value of trusted networks, inbound demand, owned audiences, talent agents, and gatekeepers. [3876f452-fb72-4988-a7ec-22ea2976f622, a803d9ea-2b23-4f0b-a99f-cee54a8d700f]
- **Growth buyouts and venture/PE hybrids will persist** — He sees a durable asset-class shift where software-enabled founders buy, transform, and operate real-world businesses, but only when value creation precedes acquisition and product transformation is real. [f1282197-d8cf-47c1-a3fa-ff02d823b997, c1b4c5ee-d729-44f4-9494-878dfda633d4, bbcff959-6850-4ec9-ae65-4e657d5cd6ae]
- **Consumer AI will need products, not just chat** — He predicts useful consumer AI will emerge in domains like homebuying, travel, fitness, education, and guidance, but not as generic chat or life-autopilot agents that outsource human agency. [43c7ace8-598a-4ed4-a5c7-d47501e6f317, 54420978-8b2a-4351-89a5-adfd82592d6f, b547100b-5905-4edc-90d0-4268b0912925]
- **AI disruption should prompt productive public investment, not surrender** — He argues against UBI as the default AI-shock response and prefers a WPA-style program that invests in physical infrastructure, human capital, and social cohesion before labor disruption becomes politically unmanageable. [5a1d2175-0737-4b8b-bc89-e3cc5c96ff45, 4d198bf9-e993-4d8c-af5b-067689b83d0b]

## Recurring questions

- **How do you know before the market knows?** — A central question across his venture writing is how investors form conviction before consensus, distinguish non-consensus from merely wrong, and back “reasonably unreasonable” companies early enough to matter. [225f31c7-cc99-4c4f-9116-f01628838179, 76c9a7d6-0be7-4ecd-954c-3754e4874128, 2340fb9e-a745-48a2-98e3-7195e44fad1f]
- **When should founders buy, build, or sell software?** — He repeatedly asks whether a vertical should be served by SaaS, a full-stack company, a franchise, a marketplace, or an acquired operating business transformed by technology. [91ca394d-d4a7-4df0-a416-fcb2bcac4644, 6b74826a-32a8-4e3c-a613-81e46ed9f080, 71889754-7682-4b45-94a2-25b60e1ef724]
- **Where does compounding value actually live?** — In AI and software markets, he asks whether durable value sits in models, data, workflow, network effects, context, trust, services delivery, or the institution that coordinates them. [dee6512b-fb47-4218-b737-b684178e7458, 4d198bf9-e993-4d8c-af5b-067689b83d0b, eaae20d4-aa19-4ae4-b0bf-a7bfc2669b31]
- **What is a moat versus an execution bottleneck?** — He is wary of calling code, capital, switching costs, or early execution “moats” without asking whether they actually cap competition and pricing power over time. [6f56e4ba-b79e-4b0f-b23c-e7640898b884, eaae20d4-aa19-4ae4-b0bf-a7bfc2669b31, 13aadb16-2f54-47c5-b481-21a799a268f7]
- **When should a startup spend, pivot, or shut down?** — He frequently frames early company decisions as expected-value problems: spend to learn, run true/false experiments, pivot only around a maintained vision, and shut down rather than preserve a zombie shell. [faf43943-de38-49b4-8856-d1b1d2a33e0f, 38b65fb3-e129-40d9-aaf1-b80834406dda, f71786d9-eca3-4438-b910-4b43ad769415]
- **What kind of capital fits the company?** — He asks whether venture, PE, debt, franchising, employee ownership, creator holdcos, common stock, or non-venture financing best matches the business’s risk, cash flow, ambition, and ownership needs. [3ddfd32e-0600-42f8-8117-3e340643a893, ffa7223d-d41f-4f93-8ff0-7342827a4a31, ce125110-3f96-4904-ba25-69ff4945bf88]
- **How can institutions be made competent without becoming oppressive?** — His politics and platform writing repeatedly wrestles with free speech, surveillance, antitrust, state capacity, congestion pricing, public safety, and how rules can solve problems without entrenching power. [84785cd0-c87d-444a-933f-27457a58450a, 315a8fa5-86a9-4088-9387-596fa4189203, a226cd32-e1aa-4ffe-b065-2fafd8af8de3]
- **What should humans refuse to outsource?** — Around agents, work, status, writing, and consumer life, he asks when convenience becomes atrophy and where friction, craft, privacy, and human agency remain worth protecting. [3876f452-fb72-4988-a7ec-22ea2976f622, 54420978-8b2a-4351-89a5-adfd82592d6f, 68a06aee-f875-42e1-813b-b51d7f16a783]

## Tensions and contradictions

- **Technology investor, anti-pure-software reflex** — He believes deeply in software’s importance while repeatedly arguing that pure application software and vertical SaaS are often poor venture bets unless embedded in workflows, networks, services, ownership, or operating leverage. [91ca394d-d4a7-4df0-a416-fcb2bcac4644, 401be877-5508-4669-b9e1-e79e3986217d, ed4e6eac-f048-4578-93c3-e248e003f61e]
- **Pro-buyout experimentation, anti-extractive consolidation** — He backs growth buyouts and software-enabled acquisition platforms but sharply criticizes PE-driven healthcare consolidation, implying that acquisitions are acceptable only when they transform productive capacity rather than harvest market power. [f1282197-d8cf-47c1-a3fa-ff02d823b997, 8fcc8067-16dd-4513-97aa-13ea091fdfcb, 3298cdff-3829-4eb4-8cea-fdce90e37f5a]
- **Narrative as coordination, narrative as delusion risk** — He argues that important companies need stories with vision and tension, yet he is skeptical of AI supernova accounting, consumer-agent hype, and retrospective inevitability narratives around winners. [3cd560ac-4214-4a7f-bb59-fd61bbd831b1, 0a6f4ac4-7e2c-45e3-ad2a-a68ddee79924, b547100b-5905-4edc-90d0-4268b0912925]
- **Founder autonomy, investor involvement** — He rejects generic VC platform support and wants high-agency founders, but still believes investors matter through capital, judgment, fundraising help, spending discipline, and early wayfinding. [d46e6af3-79af-4243-8bbf-00b4c7e4cbae, 597701d4-c41b-4ca1-b515-bbb08c380816, 61228b28-3957-41d3-b9f0-ee67cae4ac00]
- **Public abundance, private repair mechanisms** — He wants competent government, housing abundance, and better transit, while much of his investing thesis uses private capital, buyouts, software, franchises, and ownership structures to repair weak institutional systems. [fe3d2653-8482-427e-bdb9-9f9c7223df78, fb2220f6-2c6d-4f53-a8ab-fbbff6b0dc4d, 38ca9e33-71d5-4b33-a4e1-7d6ee944fe15]
- **Sector generalist, specific buy box** — He describes himself as a sector generalist and stage specialist, yet his repeated interests form a clear pattern: SMB platforms, pre-seed, growth buyouts, AI deployment, healthcare, franchising, New York, sales infrastructure, and real-world businesses. [f712f3bb-dc17-4074-8d0c-1ab622e7dcb3, 38ca9e33-71d5-4b33-a4e1-7d6ee944fe15, 68a06aee-f875-42e1-813b-b51d7f16a783]
- **AI optimism, AI-bubble skepticism** — He thinks AI is civilizational and underwrites second-order effects aggressively, while also calling out reflexive bubbles, dubious revenue, foundation-model business risk, and the gap between capability and adoption. [795cee09-de62-4b70-a7e5-14e868246c6d, 27ac63b5-b27e-42d4-9cd9-7a14e0a7e362, 5d442953-bcd2-4038-83c4-ad66305ab5ea]
- **Libertarian priors, pragmatic intervention** — He tends toward civil-libertarian skepticism of censorship and surveillance, but accepts tradeoffs when real harms are at stake, from speed cameras and platform moderation dilemmas to sports-betting restrictions and healthcare licensure. [84785cd0-c87d-444a-933f-27457a58450a, 315a8fa5-86a9-4088-9387-596fa4189203, e9d2c2f2-5927-4c12-a0ba-4c90f6316b00]

## Unifying threads

- **Deployment is the master mechanism** — Across AI, software, healthcare, SMBs, and public policy, the repeated move is from invention to implementation: who can absorb the tool, operate it, finance it, govern it, and make it produce real-world outcomes. [0d8d2776-5bd3-4967-8342-30da8ec13857, 11fe090a-464e-4e4f-a478-04e2c527e25a, 3e1cf333-cd2a-449f-8bab-bad262dbbb8a]
- **Legibility is the bridge between truth and capital** — His venture craft centers on helping weird, subscale, misunderstood companies become legible without forcing them into consensus categories too early. [0b2c7f9b-ab87-40e9-a5d6-a53c93c8b991, 4cdf2a35-2e5b-4efa-997e-a4d706d816c6, b3711858-883c-4e03-9b28-5e058e6b6962]
- **Incentives are infrastructure** — He treats equity, vesting, employee ownership, franchise economics, common stock, private practice structures, and capital stacks as hidden operating systems that shape behavior as much as product or code. [2141c19c-8eb3-4634-af2d-550559e30ca3, 7a896a93-09f4-4e76-ad3a-505ee6e54e1e, 95d993a7-d379-4b28-a654-5136a14d684d]
- **Abundance requires both supply and competence** — His civic and business theses share a supply-side liberal logic: scarcity is often produced by broken processes, bad incentives, poor governance, low capacity, or excessive veto points, not by immutable limits. [9a623aa8-1dc1-4ee4-a0e9-f6fab23576c0, 3460428e-dc21-4acf-8933-f221c5f9d74c, 01dd648e-2fd4-46d1-91f2-5d890a645cf8]
- **Markets need moral boundaries but not moral theater** — He criticizes vice signaling, venture self-importance, exploitative marketplaces, teen nicotine marketing, zero-sum healthcare innovation, and platform centralization while avoiding simple anti-market conclusions. [3caf8a01-009e-4fbe-a91d-1913de9f5ae9, ec936ec4-f093-431a-bb6d-24a6e050d614, 54420978-8b2a-4351-89a5-adfd82592d6f]
- **Small operators are underestimated institutional actors** — Doctors, franchisees, creators, SMB owners, independent professionals, and early employees appear throughout his work as builders of real institutions, not merely consumers of software or labor inputs. [e11bb174-ec46-4ad0-991c-bd0ca811d527, 688e861e-2cb7-43b0-8452-a4991c7ec798, b82c5701-c2ee-49a8-aa56-646f519094eb]
- **Judgment beats formulas** — He uses frameworks constantly—card flips, majors/minors, legibility/liquidity, stages as risk versus scale—but treats them as tools for disciplined judgment, not substitutes for taste, customer empathy, or conviction. [f1e81441-7856-4848-99f9-8d9d6cae561a, 9abc8dd2-f26d-490f-953f-044cf3111ad1, 52e7d540-6e5a-4129-9198-5d389729747d]
- **The signature move is productive oscillation** — His corpus is unified less by ideology than by disciplined back-and-forth: optimism with skepticism, narrative with anti-hype, technology with institutional realism, autonomy with alignment, and markets with public capacity. [ed4e6eac-f048-4578-93c3-e248e003f61e, 92351fe4-f91d-42a2-9b01-15b96dad18e5, bcb73115-28bb-4500-addc-76bbbec78895]

## Sources

- Pull AI Data Centers Out of GDP and We're Already in a Recession | Yoni Rechtman, Slow Ventures transcript · youtube.com — https://www.youtube.com/watch?v=dfj2EGnjwZY
- Yoni Rechtman Unfiltered on Trump, AI Roll-Ups & Why VCs Backed the Wrong Side transcript · youtube.com — https://www.youtube.com/watch?v=xClBbMQldg0
- Win by Building for Real-World Problems | Coyne Lloyd and Yoni Rechtman transcript · youtube.com — https://www.youtube.com/watch?v=ZMyHO0_4gt0
- Slow Ventures on backing founders before the market catches up - S3E15 transcript · youtube.com — https://www.youtube.com/watch?v=KsEzdRa_GGM
- Analyst/Associate, Slow Ventures · workwithyoni.com — https://www.workwithyoni.com/
- @WillManidis I think I’ve only used gchat like twice in my whole life 😎 But also now this means you want to be in it · x.com — https://x.com/yrechtman/status/1092836391892013056
- @WillManidis To quote a great man “the gap inbetween who they think their customers are versus who there actual customers are is kind of wi… · x.com — https://x.com/yrechtman/status/1098601095373426688
- Today has been a case study in how you can’t decide to make a community overnight. If it’s not organic it just won’t work. · x.com — https://x.com/yrechtman/status/1103760055407648774
- Me: so can we walk through use of proceeds for the round? CEO: https://t.co/H6kYSOVqlk · x.com — https://x.com/yrechtman/status/1106720313138692096
- @WillManidis Who is this productivity guru and what are his secrets? · x.com — https://x.com/yrechtman/status/1107659443142053888
- .@atom_finance has some really powerful tools and a substantially better design than Personal Capital, but I'm not really sure what I'm sup… · x.com — https://x.com/yrechtman/status/1192089823789617152
- @WillManidis Literally just went on zocdoc and picked someone who sounded Jewish. Seeing him tomorrow. Will report back. · x.com — https://x.com/yrechtman/status/1222570322706272258
- @Bosefina @cpaik I literally got an email in advance asking how I take my coffee/tea. What?! Now I feel like a barbarian. · x.com — https://x.com/yrechtman/status/1228102438084841473
- Can confirm. This is the coolest VC office I've been to and it's not even close. I even got a talk from @cpaik on his hospitality philosoph… · x.com — https://x.com/yrechtman/status/1233503291822264321
- Some news! Today is my first day w the @Slow team. I’ve gotten to know @wquist @lessin @KevinColleran @crabbylions and the gang over the la… · x.com — https://x.com/yrechtman/status/1498330127222067204
- Best beaches a short (direct) flight from NY? Virgin Islands are heinously expensive to get to right now so that's out... · x.com — https://x.com/yrechtman/status/1521176101753700353
- I started the last two days with 90+ minute meetings with founders at their offices. Back to back 30 minute zooms simply cannot compare. · x.com — https://x.com/yrechtman/status/1534575109842915328
- I for one can’t wait until the Google NLP cargo cult takes over a state school board with personalized, always-on pastoring and proselytizi… · x.com — https://x.com/yrechtman/status/1536345690821038080
- Last night I dreamt that while I readied for a ritualistic knife fight, @WillManidis came to me with a tunic that had coordinates printed o… · x.com — https://x.com/yrechtman/status/1587822803302105090
- Sales doesn’t need more point solutions. It needs a Rippling. https://t.co/ZTUdZYucT4 · x.com — https://x.com/yrechtman/status/1645935020677246978
- Who’s the absolutely most knowledge person/group on VCs’ personal finances (cap call lines, financial planning, taxes, etc.)? I’ve got a gr… · x.com — https://x.com/yrechtman/status/1646887135499243523
- Every industry needs a Plaid. Instead of building vertical ERPs, startups should just abstract them away. https://t.co/8Bnqb1mM7G · x.com — https://x.com/yrechtman/status/1650606125975216155
- It’s so over for NY https://t.co/gYxuI2QaAd · x.com — https://x.com/yrechtman/status/1651734920841113602
- If you’re going to take a venture job/join a venture firm, there’s three very simple questions to ask and a basic order in which to ask the… · x.com — https://x.com/yrechtman/status/1659377558511669249
- This is wrong. Games need to be fun. You only need to get paid if the game isn’t fun enough to justify spending on on its own merit. https:… · x.com — https://x.com/yrechtman/status/1664029772228497409
- why isn't caffeinated (drinkable) yogurt a thing? @iiiitsandrea · x.com — https://x.com/yrechtman/status/1666423499500429313
- Deep tech companies should commercialize through franchising instead of trying to be full stack and provide a service. Build the tech. Let … · x.com — https://x.com/yrechtman/status/1670089360467718145
- @bryan_johnson @peter Bryan. Please. You are a scientific marvel and a posting legend. But I have to know. Are you all in on semen retentio… · x.com — https://x.com/yrechtman/status/1691969001260224655
- @holyn Top left and bottom right seem very @bryan_johnson · x.com — https://x.com/yrechtman/status/1693652346943709449
- @WillManidis What’s your preferred delivery mechanism? Smoking? Most enjoyable, least healthy Vaping? Chinese heavy metals. Chew: oral canc… · x.com — https://x.com/yrechtman/status/1702315973653529018
- @WillManidis Healthier than zynn or personal preference? · x.com — https://x.com/yrechtman/status/1702316504430100881
- These @Delta status changes make it absolutely pointless to be delta card holder. Time to find a new airline. Disaster. https://t.co/FSDUKR… · x.com — https://x.com/yrechtman/status/1702354253551931714
- The slides we shared with our LPs last week at our annual meeting on where we do and don't want want to put our dollars to work at seed. ht… · x.com — https://x.com/yrechtman/status/1719030555910590771
- The future of healthcare should be private practices and startups can and should help make it happen. https://t.co/qEdnlHICz0 · x.com — https://x.com/yrechtman/status/1729942978284622129
- Healthcare is broken and consolidation killed it. It'll take a rebirth of private practice to fix it. Here's our deck on what's happened, w… · x.com — https://x.com/yrechtman/status/1748390651664953355
- We went to the desert and got engaged 🌵🏜️ https://t.co/Dn8Ni0QtvE · x.com — https://x.com/yrechtman/status/1755951573304234396
- @nchirls I disagree with you and @WillManidis about size as the single determinant. In a world of underwriters and asset managers there are… · x.com — https://x.com/yrechtman/status/1836833578887655616
- @WillManidis @nchirls It’s a 2x2 of Style: Underwriter vs asset manager and Format: single asset vs multi product platform We (slow) strive… · x.com — https://x.com/yrechtman/status/1836838832794468705
- I'm bearish on CPA firm rollups and buyouts. We have met 10+ of these companies over the last 24 months. Not an exaggeration. So these asse… · x.com — https://x.com/yrechtman/status/1843665221325598980
- @WillManidis sounds like you're on the wrong side of the trade · x.com — https://x.com/yrechtman/status/1843684090081681551
- NY Must Be A Beacon · x.com — https://x.com/yrechtman/status/1855997875605405914
- @WillManidis Forgiveness is complicated. Letting go of anger and resentment/moving on is an unalloyed good but offering unearned absolution… · x.com — https://x.com/yrechtman/status/1864409041499205829
- Doing a survey of early stage founders to find a good PR firm/freelancer for some portfolio cos to work with and it seems like NO ONE likes… · x.com — https://x.com/yrechtman/status/1889404812279914727
- @jmwass @rhunterh Strong disagree on op co prop co for venture · x.com — https://x.com/yrechtman/status/1897641154960626124
- No one loves a nanny state quite like woke MAGA. Pathetic. https://t.co/pQVMakxAXw · x.com — https://x.com/yrechtman/status/1898352860217201129
- Startups take a very long time. The time to exit is now well over a decade. 4 year vesting schedules are a bizarre anachronism that make br… · x.com — https://x.com/yrechtman/status/1912198542329860314
- This is phenomenally useful. Granola has become totally essential to how I work. No idea how it’s even possible on iOS. https://t.co/qZsqni… · x.com — https://x.com/yrechtman/status/1967999061459632262
- PE ownership of healthcare is a slow moving disaster. That’s a big reason we’re so excited about the @MerokaInc mission to save private pra… · x.com — https://x.com/yrechtman/status/1971205093702992211
- This is wrong. The world is full of beauty, craft, and care. Craft is under assault but it is not dead and the best way to defend it is to … · x.com — https://x.com/yrechtman/status/2008191645955522981
- @WillManidis lol · x.com — https://x.com/yrechtman/status/2008215169831206916
- Growing suspicion that there are vanishingly few use cases for consumer agents. People don’t do work in their personal lives. The only peop… · x.com — https://x.com/yrechtman/status/2031182790197215280
- ](https://99d.substack.com/) · 99d.substack.com — https://99d.substack.com/p/there-will-only-be-four-jobs
- ](https://99d.substack.com/) · 99d.substack.com — https://99d.substack.com/p/everyone-is-wrong-about-being-consensus
- ](https://99d.substack.com/) · 99d.substack.com — https://99d.substack.com/p/be-a-star-or-a-janitor
- ](https://99d.substack.com/) · 99d.substack.com — https://99d.substack.com/p/no-revenue-is-enough-revenue
- ](https://99d.substack.com/) · 99d.substack.com — https://99d.substack.com/p/slop-em-up
- ](https://99d.substack.com/) · 99d.substack.com — https://99d.substack.com/p/vesting-schedules-should-be-longer
- ](https://99d.substack.com/) · 99d.substack.com — https://99d.substack.com/p/important-narratives-important-companies
- ](https://99d.substack.com/) · 99d.substack.com — https://99d.substack.com/p/call-your-customer-call-your-shot
- ](https://99d.substack.com/) · 99d.substack.com — https://99d.substack.com/p/stories-about-the-future
- ](https://99d.substack.com/) · 99d.substack.com — https://99d.substack.com/p/against-optionality
- ](https://99d.substack.com/) · 99d.substack.com — https://99d.substack.com/p/momentum-is-not-speed
- ](https://99d.substack.com/) · 99d.substack.com — https://99d.substack.com/p/eyes-on-the-end-game
- ](https://99d.substack.com/) · 99d.substack.com — https://99d.substack.com/p/the-second-order-effects-of-ai
- ](https://99d.substack.com/) · 99d.substack.com — https://99d.substack.com/p/software-after-saas-sin-eaters-hybrids
- ](https://99d.substack.com/) · 99d.substack.com — https://99d.substack.com/p/dont-bet-against-network-effects
- ](https://99d.substack.com/) · 99d.substack.com — https://99d.substack.com/p/dunking-on-vcs
- ](https://99d.substack.com/) · 99d.substack.com — https://99d.substack.com/p/context-is-the-fifth-primitive
- ](https://99d.substack.com/) · 99d.substack.com — https://99d.substack.com/p/the-complexity-crisis
- ](https://99d.substack.com/) · 99d.substack.com — https://99d.substack.com/p/i-dont-want-ubi
- ](https://99d.substack.com/) · 99d.substack.com — https://99d.substack.com/p/implementation-is-the-task-of-our
- ](https://99d.substack.com/) · 99d.substack.com — https://99d.substack.com/p/size-for-simplicity-the-income-statements
- ](https://99d.substack.com/) · 99d.substack.com — https://99d.substack.com/p/openais-endgame-is-obvious
- ](https://99d.substack.com/) · 99d.substack.com — https://99d.substack.com/p/phoebe-95m-for-the-self-driving-network
- ](https://99d.substack.com/) · 99d.substack.com — https://99d.substack.com/p/our-creator-fund
- ](https://99d.substack.com/) · 99d.substack.com — https://99d.substack.com/p/some-notes-on-moats
- ](https://99d.substack.com/) · 99d.substack.com — https://99d.substack.com/p/get-rid-of-90-day-windows
- ](https://99d.substack.com/) · 99d.substack.com — https://99d.substack.com/p/we-had-it-coming
- ](https://99d.substack.com/) · 99d.substack.com — https://99d.substack.com/p/what-capital-wants
- ](https://99d.substack.com/) · 99d.substack.com — https://99d.substack.com/p/back-in-the-saddle
- AI Accenture, Not Accenture for AI - by Yoni Rechtman · 99d.substack.com — https://99d.substack.com/p/ai-accenture-not-accenture-for-ai
- ](https://99d.substack.com/) · 99d.substack.com — https://99d.substack.com/p/make-a-bet
- ](https://99d.substack.com/) · 99d.substack.com — https://99d.substack.com/p/take-the-dive
- ](https://99d.substack.com/) · 99d.substack.com — https://99d.substack.com/p/fix-first-conquer-later
- ](https://99d.substack.com/) · 99d.substack.com — https://99d.substack.com/p/slow-takeoff-2026
- ](https://99d.substack.com/) · 99d.substack.com — https://99d.substack.com/p/dont-ask-the-group-chat-for-permission
- ](https://99d.substack.com/) · 99d.substack.com — https://99d.substack.com/p/all-you-need-is-terminal-value
- ](https://99d.substack.com/) · 99d.substack.com — https://99d.substack.com/p/hiring-three-great-roles
- ](https://99d.substack.com/) · 99d.substack.com — https://99d.substack.com/p/power-is-power
- ](https://99d.substack.com/) · 99d.substack.com — https://99d.substack.com/p/friends-and-enemies
- ](https://99d.substack.com/) · 99d.substack.com — https://99d.substack.com/p/the-two-kinds-of-pivots
- ](https://99d.substack.com/) · 99d.substack.com — https://99d.substack.com/p/were-all-short-intelligence
- ](https://99d.substack.com/) · 99d.substack.com — https://99d.substack.com/p/legibility-is-a-brand-to-capital
- ](https://99d.substack.com/) · 99d.substack.com — https://99d.substack.com/p/taking-it-slow
- ](https://99d.substack.com/) · 99d.substack.com — https://99d.substack.com/p/dont-call-it-a-moat
- ](https://99d.substack.com/) · 99d.substack.com — https://99d.substack.com/p/the-only-5-stories-that-matter
- ](https://99d.substack.com/) · 99d.substack.com — https://99d.substack.com/p/agency-not-agents
- ](https://99d.substack.com/) · 99d.substack.com — https://99d.substack.com/p/i-was-wrong-about-self-driving
- ](https://99d.substack.com/) · 99d.substack.com — https://99d.substack.com/p/product-wont-end-at-chat
- ](https://99d.substack.com/) · 99d.substack.com — https://99d.substack.com/p/open-models-for-open-america

_+146 more sources. Page the full corpus via the JSON export (`?include=all&sourcesOffset=…`)._

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