Jacob

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Jacob

Jacob

@JacobJaber

Founder @humblelionhldgs / Founder @philzcoffee

Katılım Şubat 2011
966 Takip Edilen10.1K Takipçiler
Jacob
Jacob@JacobJaber·
High standards mean nothing without the ability to distinguish between a person who is struggling because the work is genuinely hard, one who hasn’t been given the tools to succeed, and one who simply isn’t willing to meet the bar. Leaders who can’t make that distinction will either hold the line indiscriminately and lose good people, or capitulate to pressure and watch the standard quietly erode. The skill isn’t having high standards, it’s maintaining diagnostic clarity under social pressure, developing the people worth developing, and making clean decisions about those who aren’t. A culture doesn’t degrade because a leader lacked conviction. It degrades because they lacked precision.
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Jacob
Jacob@JacobJaber·
Not everyone is made for entrepreneurship. New tools and AI are commoditizing execution. Taking an idea from zero to product has never been more accessible but accessibility isn’t the same as aptitude. The risk is that better tools give people a false signal that they’re founders, when they’d create far more value as a contributor on the right team. That’s not a consolation prize. It’s a different kind of excellence. The harder question is whether transformational founders can be developed at scale, or whether they’re simply rare by nature. My belief is the latter. Truly transformational founders carry a specific configuration: a clear perspective on how the future should look, the energy to drive it forward, the resilience to survive the resistance, and the luck of being in the right place at the right time. That combination doesn’t get manufactured by better tools. What these tools will do is make the difference between a real founder and someone cosplaying as one harder to spot until the market makes it obvious.
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Jacob
Jacob@JacobJaber·
@sporadica I think people still have their rituals but are more socially isolated leading to less shared rituals and community which feels like less culture. Tech tends to cause some fracture
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spor
spor@sporadica·
culture everywhere is deteriorating hard not to feel bearish on humanity
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Jacob
Jacob@JacobJaber·
@evantindell The brand is strongly implanted in the mind, which, along with its comfort, ease and accessible price point, makes it very durable and hard to penetrate. Purchasing is as recursive as an annual dental cleaning with all the variations.
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Evan Tindell
Evan Tindell@evantindell·
The weirdest moat in the world: $CROX product looks so dumb that you would never buy a knockoff. You already look kind of stupid -- you can't also look cheap.
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Ashwinn
Ashwinn@Shwinnabego·
why isn’t there a single hotel capable of making a good coffee
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Jacob
Jacob@JacobJaber·
@FoundersPodcast Jensen is a good example (like Elon) of a superpower manager
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David Senra
David Senra@FoundersPodcast·
Jensen nails it:
David Senra tweet media
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Jacob
Jacob@JacobJaber·
@nikitabier Important to tackle aggressively. “Town squares” don’t want robots fogging the community
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Nikita Bier
Nikita Bier@nikitabier·
The fortress we are building—and the layers of redundancy—to protect the platform against the AI Slopacalypse will seem obvious in a few months. Whether we use every tool in our toolkit is TBD, but it would be negligent to not have them ready.
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Jacob
Jacob@JacobJaber·
Service AI agent attentiveness and personalization will become commoditized. Most will have it, leading to both an advantage for customers and table stakes for many consumer brands. The real value for the consumer brand categories that aren’t high-luxury is in the entire ecosystem and ethos of how the business treats the “whole” experience (humans + AI agents together). For the higher-margin luxury businesses, the human touch remains key. Also, think this evolution will create a sense of emptiness in real relationships with brands, which will be interesting to see how it plays out.
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Jacob
Jacob@JacobJaber·
@TidefallCapital It seems like the right moment for it. It must reestablish its leadership in the category asap
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Jacob
Jacob@JacobJaber·
@pmarca Love the spirit. That said, this may reflect a16z’s exposure to a specific slice of the generation, not the whole.
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Marc Andreessen 🇺🇸
Amen.
a16z@a16z

"There's something about this culture of young people coming up where they're not afraid of hard work. They're not afraid to pop a Zyn and work at the factory all day." Why @KTmBoyle is bullish on Zoomers: "The best quote that summarizes why I'm so bullish on the Zoomers is Alysa Liu after winning her gold. She said, 'I love to struggle. It makes me feel alive.'" "It's the opposite of the morose theater kid vibes that we got from the millennial generation, where everything was very different in how they operated." "Like Jack Hughes—they get their teeth knocked out, they come back and say, 'It's not even a question. Of course I got my teeth knocked out. It's hockey.'" "And that means we're seeing totally different companies than we saw out of the Facebook diaspora—which was very much the Harvard dorm room—I like to work on my computer, I like to build apps. It's a totally different style of founder." "The next generation is so patriotic and bullish on the American project. I think this generation cares a lot about the country. And it shocked us. @davidu and I talk about this all the time—for some of these young people, they were not born on September 11th. They have no recollection of the things that the millennials remember, or anyone older than us remembers, but they care about the country." "They look up to people like @elonmusk, to people like Alex Karp. They look up to people who've been doing the hard thing for 20, 30 years and they want to do it too." "It's a different generation of founder that we've had the privilege of seeing very, very early on. I think the rest of the country is going to define tech and Silicon Valley by these people for the next 10–20 years." From @nypost

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Jacob
Jacob@JacobJaber·
In many consumer industries, status is packaged and sold through brands. The actual differences between products are often marginal (i.e. the best burger in the world isn’t 10x better than the second or third best, maybe only slightly better). Much of the value comes not from the product itself, but from the signal the brand sends.
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Gokul Rajaram
Gokul Rajaram@gokulr·
BRAND AS A MOAT? I’ll be honest - I struggled whether to include Brand in this list of moats. I ultimately decided not to, because I think it’s too hard to measure, and in many cases the underlying brand strength is due to something something more fundamental — network effects, switching costs, or scale economies — that the brand merely reflects. A strong brand is often the symptom of a real moat, not the moat itself. The danger of counting Brand as a moat is that it flatters companies that are actually quite fragile. WeWork had a brand. Peloton had a brand. Both burned through goodwill the moment the underlying economics cracked. Brand without a structural underpinning is just reputation — and reputation is rented, not owned. So I think about brand the way I think about customer loyalty scores: useful as a signal, dangerous as an explanation. When someone tells me a company’s moat is its brand, my follow-up is always the same 2 questions. (a) what built the brand, and (b) can that be replicated? That answer usually points to the real moat, or in many cases, reveals there isn’t one.
Harry Stebbings@HarryStebbings

Eight moats of a sustainable company in 2026: @gokulr 1. Data (Google) 2. Workflow (Veeva) 3. Regulatory (Coinbase) 4. Distribution (Intuit) 5. Ecosystem (Shopify) 6. Network (Facebook) 7. Physical infrastructure (Amazon) 8. Scale (NVIDIA) What is the most important for you @honam @rabois @shaunmmaguire @JaredSleeper @karimatiyeh?

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Jacob
Jacob@JacobJaber·
@signulll The thing about haters is that it’s nearly always projection of something they dislike within themselves
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Jacob
Jacob@JacobJaber·
@chamath The outcome of this disruption will probably fall somewhere in the middle, favoring companies with “hard” moats (supply chains, hardware, brand mindshare, deep network effects, etc.). The old saying that tech rises fast and falls fast will likely be felt again.
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Jacob
Jacob@JacobJaber·
@RobertKwolek Cool. Too bad the sidewalk doesn’t match the spirit of the pencil bollards
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Robert Kwolek
Robert Kwolek@RobertKwolek·
I love fun touches like this. Pencil bollards to denote a school street.
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Rory Sutherland
Rory Sutherland@rorysutherland·
What is really missing is a social media platform called "Shit that actually matters right now". It costs a pound to send every message, but it causes your phone to make a noise like the klaxon on Das Boot.
Rory Sutherland@rorysutherland

#subscribe-blog-1" target="_blank" rel="nofollow noopener">timharford.com/2026/03/ping-t… Great by @TimHarford

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spor
spor@sporadica·
tired: vibe coding at the bar wired: vibe coding at the Pacifica Taco Bell Cantina
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Jacob
Jacob@JacobJaber·
@signulll A save is a real like.
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signüll
signüll@signulll·
i have saved 1000+ recipe videos on insta & tiktok that i will likely never cook. it does feel really good saving them though. which is what the product really is.
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