Vibe coders after realizing they'll still have to dance on TikTok to market their SaaS.

do you want the davos house tour?

The fastest way to build a $100M company is to buy a great agency. Productize it. And turn it into a vertical SaaS business. There is a real opportunity here. Agencies look uninteresting to venture investors. That is exactly the point. They trade at low EBITDA multiples, while vertical SaaS businesses trade at double-digit revenue multiples. But the best agencies sit on two assets most startups spend years trying to acquire: deep vertical expertise and embedded distribution through real industry relationships. They also have something far more valuable than your AI wrapper tool. They have recurring relationships with the exact customers a vertical SaaS company wants, but usually cannot reach cheaply. This is where the arbitrage is. You buy the agency on a services multiple. You extract the repeatable parts of the work. You turn process into software, workflows, guardrails... and AI. Over time, revenue shifts from hours to recurring fees. The best version of this strategy does not try to eliminate the agency. It uses the agency as the lab. Services stay close to the edge cases and software absorbs the common paths/workflows. The mistake is thinking of this as “services to software.” The opportunity is thinking of it as “expertise to infrastructure.” When you get it right, you are not starting a SaaS company from zero. You are upgrading a business that already understands its customer, its economics, and its distribution, with multiple layers of arbitrage working in your favor.

Fuckboy Migration: JANUARY – St. Barts (New Year’s Reset) - Starts the year on a yacht he was invited onto by someone wealthier. - Claims he’s “detoxing” while holding a piña colada at 11am. FEBRUARY – Aspen - Skis for the Instagram story - Wears a Moncler jacket he financed MARCH – NYC (Pretending to Work) - Back in the city claiming he’s “heads down.” - He is not. He’s drinking martinis at Casa Cipriani and telling girls he’s “raising a round” APRIL – LA / Coachella - Suddenly becomes a music expert - Pretends he loves indie DJs he’s never heard of - Buys VIP passes to feel important MAY – F1 Miami - Has a paddock pass he absolutely did not pay for - Talks about cars like he’s an engineer. He is not. JUNE – Pre-Hamptons Positioning - Starts saying “heading out East” like he owns property. - Spends three weeks trying to get invited to the right houses JULY – The Hamptons - Tennis, rosé, repeat. - Pretends to be low-key but is at Surf Lodge every weekend. - Has “a room” in a share house that is actually a mattress on the floor. AUGUST – Europe - St. Tropez → Mykonos → Ibiza. - Leaves for “five days” and returns three weeks later. Has no explanation. Has no job that supports this. SEPTEMBER – New York Fashion Week - Suddenly front-row. - Claims he’s “consulting” for a brand. He is not. OCTOBER – Autumn Rebrand - Pretends he’s ready for a girlfriend. - Starts cooking once. Posts more wholesome stories. This is a trap. NOVEMBER – Quiet Luxury Cuffing Season - Texts you more. - Pretends to be useful. Will disappear the moment you get attached. DECEMBER – Art Basel Miami - The migration begins again. - Pretends he’s “here for the art,” leaves with three party wristbands and zero dignity.

After 18 months in stealth, dozens of prototypes, millions of real-home demonstrations, and one final all-nighter, we’re thrilled for you to say hello to Memo

imo entire ai field switched from explore to exploit 2 yrs early

This is the best piece of content ever done - it’s raw and captures the Othership experience. The haters say it’s culty, but its a masterpiece and will make you feel something. --- (use headphones, full screen, and MAX VOOLLLUMMMMEEE) Tag your NYC friends in the comments for a complimentary journey at our new Williamsburg location live today - or retweet your favorite Othership moment in a repost for a complimentary journey for you. I'll DM everybody that shares.

Which way white man? - Autumn edition 🍂 1. Cozy autumn romance - Frolicking amongst the leaves - Cappuccinos, pastries, and woollen jumpers - Harry Potter films 2. “The great lock in of Sept-Dec 2025” - Suffering - Darkness - Generational wealth (?)

So @bdeeter is one of the greatest investors of the last decade. 19 unicorns. 8 of his companies have gone public. Insane. Anthropic: $170BN Canva: $42BN Twilio: $16.3BN Docusign: $15.1BN Procore: $10.1BN ServiceTitan: $9.1BN Box: $4.6BN Total combined market cap/valuation = $267.2 billion My top 6 lessons from sitting down with Byron 👇