Cade Krueger

This is what Bill McDermott calls drinking your own champagne. If SaaS companies adopt AI end-to-end inside their own operations, EBITDA margins could go up 100-250%.

A CEO from one of our portfolio companies shared this with their team. I’m re-sharing it with their permission, because it resonated and reflects what all founders and CEOs should be communicating. -- We are living through a period of compounding change. And in moments like this, the biggest risk is no longer making the wrong decision. It is moving too slowly while the world moves around you. There are two paths. We can play defense: - Protect what we have - Optimize what works - Wait for clarity It feels safe. It isn’t. Or we can play offense: - Learn faster than the environment changes - Use new tools to solve old problems in better ways - And create entirely new strategies and businesses That’s where the opportunity is. Challenge yourself to do things faster and better than you have ever attempted. Stay uncomfortable. Stay on the front foot.

Coatue just put a number on what we’ve been seeing at seed for 3 years. Software = $0.2T market. Services-as-software = $5.5T. 25x. The shift is from selling tools (per-seat) to selling work (per-output). This is why the best vertical AI companies don’t compete with software incumbents. They’re compete with expensive service providers, BPOs and high turnover labor. A $2K/month AI agent replacing an $80K/year agency is the new business model.

Elon says AI and robots will run out of things to do for humans — at 1,000x today's economy, every human desire is saturated. Salim thinks any company will soon run on 20–25% of its current workforce. If knowledge work is cooked, the only career left is being a founder. — CS grad placement collapsed from 89% to 19% in under 3 years; salaries dropped from $94K to under $61K.  — OpenClaw surpassed Linux's 30-year adoption in just weeks.  — Jensen sees $1T in NVIDIA revenue by 2027— and demand still outstrips supply.  — Salim: every organization in the world now has one move to survive— build an AI-native operating system at the edge

Andrej Karpathy just put out this tool that looks at AI's impact on job. He also deleted the original Github repo very quickly. Basically, he pulled 342 job types from the Bureau of Labor Statistics and had an LLM score each one from 0 to 10 based on AI exposure. The average exposure score is 5.3. Move the score, move the probability it will get wiped out by AI. - Software developers 9/10, - medical transcriptionists are a 10/10. - Lawyers 8/10 - General Office clerks 9/10 Basically any screen-based jobs are in trouble. $3.7T annual wages in high-exposure jobs (7+) pre-computed as ∑(BLS employment count × BLS median annual wage) over exactly those occupations whose Gemini Flash score is ≥7.

Russell Crowe asks Joe Rogan the dad question that hits deep: “You dig being a dad?” Rogan’s answer is raw and real: “I love it. It’s bizarre… the greatest human privilege. It’s changed me as a human being in so many different ways. Dave Chappelle has a great phrase: not only did it increase the amount of love I have, it increased my capacity for love.” From a 28-year-old to a 14-year-old, Rogan reflects on how fatherhood shattered old beliefs—he used to think everyone should have kids; now he knows it’s not for everybody, but for him, it’s been one of the most powerful, transformative forces in his life. Clip from this 51-second heart-to-heart—two dads getting real about the wild ride of raising humans. Whether you’re a parent or not, does this resonate? Has fatherhood (or parenthood) ever expanded your capacity to love in ways you never expected? Your thoughts—drop them below.

Travis Kalanick says when everything is fully automated, that “plumbers become LeBron”. everyone is fighting over comfy white collar jobs while the kid who learned a trade at 18 is about to be the most valuable person in the room. trade school 2.0 is near.

Geoffrey Hinton (Godfather of AI, Nobel winner) on career advice in a superintelligence world: "Train to be a plumber." Why? AI will crush knowledge work (paralegals, lawyers, mundane intellectual jobs) far sooner than physical manipulation. Plumbers stay safe longer—robots lag at real-world dexterity. But the deeper fear? Mass joblessness is coming, and superintelligence could get "awful" (takeover scenarios, power stations run by humans until better machines). He's emotionally struggling with what it means for his kids/nephews—haven't "come to terms" yet. Raw 165-sec clip from Diary of a CEO (viral 2025 episode). Blunt: Intellectual threats are real, but physical trades buy time. In an AI-driven future, are you rethinking your career/skills? Would you pivot to trades like plumbing? Or bet on something else? What's your honest take on job security vs superintelligence risks? Drop thoughts below.