AI-Native PE Is Buying Plumbers. Here's What That Tells Me.
Private equity figured out where durable value lives before most founders did. Not software. Boring businesses with an AI layer on top.
DTC operator · AI builder
What happens when AI becomes the commerce layer.
7 years scaling consumer brands. Now building AI systems. Writing at the intersection — for operators who want the structural view, not the ChatGPT-for-email take.
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View allThe 5 Levels of Agentic Commerce
ChatGPT Instant Checkout launched on February 16. Within days, 800 million users had a direct checkout path through an AI agent. Glossier, SKIMS, Vuori — alread
Both Right: The Dalio/Diamandis Tension
I've started calling it the simultaneous truth.