Introducing our State of Markets pt 2, along with a companion podcast where we unpack the data and discuss what comes next. Tech is the everything cycle. Supply: putting the buildout in context, just passed railroads as % of GDP. The wisdom of Elon is real: the factory (or the…↗

I launched a Substack: Breaking Change! I’m going to write about what I’m learning as we build through the biggest breaking change to how we work, at @stripe and beyond. First post: Can models build fully functioning t-shirt shops? Sort of. breakingchange.blog/p/building-a-t…↗

I was curious about substack economics so made this explorer based on public data. I don’t have conversion numbers so there is a toggle to play with. @lennysan is the 🐐 substack-stats.vercel.app↗

Sandboxes are becoming the OS for agents. This is because agents will be more persistent and stateful. I go deep in my Substack: isolation primitives, performance, portability, architecture, build vs buy, market dynamics. Give it a read: …↗

Strait of Hormuz: A CitriniResearch Field Trip The Field Report from Analyst #3 is live. citriniresearch.com/p/strait-of-ho…↗

< Be John Coogan < co-founded Soylent and Lucy nicotine pouches as a serial entrepreneur in consumer tech. <built a career as a veteran YouTuber < worked as an EIR at Founders Fund. < meet Jordi Hays through mutual friend Will Manidis in 2023. < instantly bond over their…↗

If I were making online courses today, I'd position them as training for AI agents. Teach your agent how to grow on Substack, file your taxes, do keyword research, run Google ads, etc. Agents need to learn from practitioners, not Reddit randos.↗

> its here seconds0.substack.com/p/heres-whats-…↗