A venture firm focused on American revitalization. DMs open to builders.
Dallas, TX
Joined August 2021
- Tweets8K
- Following2K
- Followers34.6K
- Likes10.8K
New Founding retweeted
Yes please.
Marc Andreessen explains why AI might be the end of James Burnham's "managerial society"
In his book The Managerial Revolution, Burnham divided capitalism into two phases.
The first phase was what he called "bourgeois capitalism"
"Think of this as name on the door -- it's Ford Motor Company because Henry Ford runs the company. It's a dictatorial model and Henry Ford just tells everyone what to do. He said the problem with bourgeois capitalism is it doesn't scale because Henry Ford can only tell so many people to do so many things."
The second phase was what Burnham called "managerial capitalism", which was Marc describes as, "the creation of a professional class of managers that are trained -- not to be car experts or experts in any particular field but to be experts in management. And then that led to business schools and management consultant firms and all these things."
Marc continues:
"You look at every big company today and most executives at most of the Fortune 500 companies are not domain experts in whatever the company does. And they're certainly not the founders of those companies. They're professional managers. And in fact, over the course of their careers, they'll probably manage many different kinds of businesses. They might work in healthcare for a while and then work in financial services and then go work in something else."
"What Burnham said was that transition was absolutely required because the problem with bourgeois capitalism is it doesn't scale... So if you're going to run capitalist enterprises that are going to have millions to billions of customers, they're going to be operating at a level of scale and complexity that will require this professional management class."
Burnham acknowledged that this professional management class has its downsides -- they're not as inventive and not going to come up with the next breakthrough. But whether you think that's good or bad, that's what's going to be required.
And basically that's what happened. Marc continues:
"Managerialism basically took over everything. What I'm describing is basically how all big companies run and how all governments run and how our large-scale non-profits run."
Marc believes venture capital is a protest movement to that -- backing founders under the Henry Ford model, and trying to find the next Elon Musk or Steve Jobs who can out-innovate the incumbents.
"I've always viewed my entire life as: we're raging against the dying of the light. We're constantly trying to fight off managerialism from swamping everything and everything getting boring, gray, dumb, and old."
But AI may now offer a third model. Marc explains:
"Maybe the new Henry Ford, Elon Musk, or Steve Jobs + AI is the best of both because it's the spark of genius of the name on the door model but gives that person AI superpowers to do all the managerial stuff... What's the thing these bots are really good at? They're really good at doing paperwork, writing reports, and doing all the managerial work."
"The challenge is going to be for the innovators to figure out how to leverage AI to actually do this."
"The other challenge is going to be for the incumbents that are managerial to figure out: what does that mean? Because now they're going to be facing a different kind of insurgent competitor that has a different set of capabilities than they're used to."
"I think this is going to force a lot of big companies to figure out innovation - figure out innovation or die trying."
Ben Horowitz elaborates on this point further in his article Databricks & the Future Firm below.
Video: @latentspacepod (Apr 2026)
New Founding retweeted
"The whole free world depends on Texas. We are the lighthouse." - @DonHuffines
Consider this my Travis letter: WE ARE LOSING TEXAS.
For the first time, Democrats are OUT-VOTING Republicans in early voting. That’s a nearly 600,000-vote swing against us since the last midterm. And 1.6 MILLION Republican primary voters still haven’t cast a ballot.
Texas is the foundation of the Republican Party in America. When the foundation breaks, it ALL falls apart. When we lose Texas, we lose the USA.
This is Texas. We bend a knee to no man and no government. Now get to the polls and prove it.
🗓️ Early Voting ends FRIDAY, Oct 30 | Election Day: Tuesday, Nov 3
New Founding retweeted
i love spacex as much as the next guy but
we desperately need more american companies capable of rapid, repeatable launch
New Founding retweeted
Will has a rare skill: he makes a 'reordering of economic power' read like a page-turner.
Anyone serious about building durable moats should read this.
The benefits of abundant intelligence will accrue far outside of San Fransisco.
Spent the last year writing about capital, sovereignty, and the coming reordering of economic power.
THE COMMANDING HEIGHTS
Commanding-Heights.com
New Founding retweeted
Let’s go! It’s a new dawn for domestic robotics and industrials.
New Founding retweeted
5.4 million people got measured so we could finally answer: is height genetic?
Kind of.
Scientists found 12,111 genetic variants tied to height. Together they explain about 40% of height differences in people of European ancestry.
New Founding retweeted
8,000+ campaigns + multiple Upsells on all their dozens/hundreds of donation pages = a massive distribution network for things like GOTV.
This is a huge new use case @WinRed ->>
NEW: @WinRed and @Republicans team up to bring VotePro upsell to every account.
After a donor gives, direct them to register to vote, find their polling location, and more.
Turnout matters, and this new integration will help drive voters to the polls on Election Day.
New Founding retweeted
Coming to Texas.
What if an AI factory arrived with much of the complex integration already done?
NVIDIA DSX POD brings Vera Rubin infrastructure pre-integrated and tested in factory-built containers to prepared sites—reducing onsite deployment from six months to as little as 14 days.
Learn how DSX POD accelerates the path to productive AI capacity: nvda.ws/3UQEnaT
New Founding retweeted
all of human history can be thought of as a progressive project to better structure, price, and isolate atomic units of risk
New Founding retweeted
Check out this thoughtful profile (per usual!) of @UsaRidge from @freire_emma in World Magazine this morning.
wng.org/articles/returning-t…
New Founding retweeted
Thank you Senator, this is a massive issue impacting QOL in rural TN
Advances in AI, automation and telehealth can go a LONG way in making rural hospitals economically efficient.
Small funding pushes into innovation could have big impact on this front.
New Founding retweeted
Costco has an “executive” membership for $130/year vs $65 for regular membership.
Executive members can enter the store 30-60 mins before it opens for regular members.
Night and day difference.
And the transition is like six decades of Hart-Cellar condensed into 30 mins.
New Founding retweeted
In my first company, we thought we needed “HR” when we got to a certain size. Hired someone experienced.
He played games like this. We learned about it when he blocked a candidate a key operator was recruiting.
Suspended him from role immediately. Fired within a month.
New Founding retweeted
One prediction here—the likelihood of a serious AI-enabled security breach—has often been framed as a bearish factor for AI companies.
But why would this be bearish? If anything, it will drive arms race-like demand for AI as it becomes essential to protecting any system.
My predictions over the following months:
1. Stock market will get hurt bad when the music stops on data centers, models, and chips.
Too much froth, too high of investment, too many companies will fail. The switching costs are low. I don't know how these companies will become profitable. Its a mega bubble.
The rest of the economy is already in a deep recession. Real pain will set in when the public markets dive.
2. Power is the bottleneck.
AI is burning an absurd amount of power. The cost of electricity is skyrocketing which is making the cost of everyday life more expensive and hurting quality of life. I'm against data centers because of the power, not the water.
The grid is extremely fragile and the weakness will be exposed in the coming months.
3. Subsidies are skewing the market.
AI isn't cheap. The prices to use it are artificially low because of subsidies all the way up the chain.
You pay $20 or $200 a month but the true costs are 10x That spread is venture capital money being incinerated at scale.
When they raise the price, the users will disappear and investors will hold the bag.
3. A big security breach is coming.
A bank, a certain model, something is going to rock our world.
People are letting bots log in to their banks, their email and everything else. Big trouble coming.
4. Grokbot is exceptional.
Its the first model that is adding significant value to my everyday life. I don't know why anybody would use a different personal assistant.
5. AI is insanely high maintenance
Billions are being poured into training the next model. They day it comes out its already behind. China has cheaper electricity and more chips.
The chips they bought will be obsolete in 18 months.
Companies are stuck paying big money every month to maintain and update all of their AI tools. Its a mess.
6. The power companies will renege on their deals.
Political pressure will unwind all the unsustainable power deals these data centers and LLMs have negotiated.
Power costs will explode. Then comes the choice:
Do we jack up costs for our AI / compute and watch everybody switch to the next model or do we incinerate more VC capital? Nobody wins.
7. Credit will be the first domino to fall.
Data centers are already struggling to finance the GPUs over 10 years when they will be obsolete in 18 months. We'll end up with a shit load of half built data centers who can't negotiate power rates or buy chips because nobody will let them borrow money.
The money will get cold feet as soon as the markets tank and the show will be over.
8. It'll be a dark, dark period in economic markets.
The people who own assets that make real money (real estate or businesses) will win.
The people who plan ahead and avoid massive leverage will win.
The people with cash on their balance sheet will accumulate more assets and generate exceptional wealth.
--
Don't listen to me. I'm just a bear. Not investment advice. Good luck!
New Founding retweeted
I'm increasingly convinced the now standard tech / founder riff on "my laptop is open at home with swarm of agents doing tasks in background" is primarily memetic.
Not even that they are doing the thing, or desire to do the thing, but that they desire to be perceived as someone who is doing the thing, someone using all the latest tools, someone who has ascended.
Beyond coding tasks and low yield automated cold outbound, any basic probing on why or what tasks are actually being automated tend to lead to various vague and meandering responses (with some notable exceptions). Mostly, it seems, it's narrative, and tinkering around the edges while the VC-subsidized token paradigm holds up.
New Founding retweeted
The reindustrialize narrative is so potent, in part, because it hinges on a combination of eschatological inevitability + a clear call to action with a not so subtle ‘get rich quick’ hook wrapped in the moral valence of good old fashioned American patriotism.
