BeforeYouApply

AI Infrastructure Is the New SaaS. In 2015 you built SaaS on AWS. In 2025 the biggest winners will own the land, the power, the cooling, and the custom chips for AI. Everyone’s talking about AI apps. Few are talking about the fact that the apps will be at the mercy of whoever controls the compute. This is how the stack always plays out: Step 1: Gold rush at the app layer Step 2: Margins get crushed, competition floods in Step 3: The real winners emerge in the picks and shovels If you control the infrastructure, the recurring revenue looks a lot like SaaS but with far higher switching costs and far fewer competitors. Owning AI infra in 2025 is like owning AWS in 2008. The apps will come and go. The infrastructure revenue never stops coming in.

You think you’re ready? We’ll see. Mike Tyson isn’t just hosting the finale—he’s the final test. 🥊 The gloves are off. The pressure’s on. And it all goes down tomorrow LIVE from Las Vegas at 2 pm PT on X.

My note to Scale employees today—

Big Announcement + For New Followers 🚨 Dropped out at 22. Started a recruiting biz out of sheer will. Tried a bunch of stuff. Some flopped. I didn’t. Fast forward ~10 months ago I pivoted hard into software. Now building Employer dot com end-to-end solution for payroll + accounting + bookkeeping+ tax. And it’s scaling fast ($100M ARR+ by 12 months). I also run Tinsley GP my fund investing in AI infrastructure, SaaS, and Space. (Yes, actual space. Like, rockets and Mars kind of space.) Let’s just say: I’m not here to play it safe. I’m here to build, acquire, and go interplanetary. To Mars or bust. Let’s fucking go. 🚀

The next $100B empires won’t just be AI LLM's they’ll own the rails: - Land - Energy - Servers - Cooling - Manufacturing This is AI Infrastructure as a Service. Think cloud kitchens but for AGI. Build the stack, lease the system.

SaaS is dead? LOL Then explain this YoY Growth: 2023: +300% 2024: +300% 2025: +550% (YTD) We didn’t ride a trend... We became the benchmark.