@oliver
8.6K posts
@oliver
@oliverhackett
exploring ideas | posting quotes to myself
Manchester Katılım Temmuz 2011
1.3K Takip Edilen5K Takipçiler
The U.K. is so utterly cooked.
We’re spiralling into a socialist trap.
Those promoting it literally have no idea of the hell scape it will produce.
I’m at a loss for the stupidity of these people. They’re worshiping at the alter of a guy who sold hypnotism breast enlargement and attacking the wealth creators.
God help us.
God help those who can’t escape.
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Every single young British person I know that has an ounce of entrepreneurial spirit has left.
(or is in the process of leaving)
The third world is importing while the actual talent is leaving.
The UK is going to be a totally different place in 10 years from now.
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I'll tell you what I don't like, Darren. I can't speak for everyone, but these are my thoughts…
I don't like a tax burden at its highest level since 1948, under your government and the last, producing the weakest growth in a generation. And worsening public services to boot.
I don't like a 46% hike in the minimum wage for under-21s in three years that's helped push UK youth unemployment to 16.1%, above the eurozone average. I want young people paid more, earned through growth, not handed down by decree that squashes the rungs above them and tells a skilled forty-year-old their two decades of graft are worth precisely the same as someone walking through the door on Monday morning.
I don't like industrial electricity prices that are the highest of any IEA country reporting. Full stop. UK steelmakers pay 40% more than their French competitors. You don't build a future of advanced manufacturing on those numbers.
I don't like a planning system that takes longer to consent a pylon than to build one, business rates that punish high-street enterprise, and employment costs that turn every hire into a risk.
I don't like watching world-class British research get commercialised in Boston and Palo Alto because the capital, the talent and the regulatory patience aren't here. They're fleeing.
I don't like long-term borrowing costs at their highest level in over 25 years, eating into every budget for schools, hospitals and defence before a penny is spent.
I don't like the OECD saying that we're going to be the hardest hit economy as a result of a conflict in the Middle East that's got nothing to do with us. All because we've made ourselves weak and vulnerable.
I don't like a government that confuses 'raising money' with 'creating wealth'. Or 'standing against unearned wealth' with taxing to death the people who actually make things happen in this country.
You don't lift children out of poverty by strangling the economy that pays for their schools. You do it by letting Britain grow again. Letting it play to its abundance of strengths.
In this case, I feel the best way is for government to get the hell out of the way.
Darren Jones MP@darrenpjones
What is it that the Conservatives and Reform don’t like about a Labour government standing against unearned wealth? What is it they don't like about raising money for our state schools, our hospitals, our police, and to lift children out of poverty?
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@Keir_Starmer Is the reactive emergency COBR meeting a constructive planning session on how to actually deal with the issue?
Or is it an emergency PR meeting on how to spin the narrative?
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I am deeply concerned about the terrorist attack that took place today.
This is not an isolated incident. It is the latest in a spate of utterly vile attacks on the Jewish community.
I’ve just chaired an emergency COBR meeting and tomorrow I’ll be bringing together criminal justice agencies to ensure we have effective and swift justice.
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“Marketing is nothing more than a game of hubs-and-spokes.
Hubs are digital or physical channels that give you leveraged access to spokes, your ideal end customer.
Your job as a marketer is to define your budget, know the portfolio of hubs at your disposal, determine which hubs to invest in, know when to triple down on outperformers, and proactively stack hubs so new ones perform as old ones plateau.”
Love this. Bang on.
Alex Lieberman@businessbarista
2 years ago, I was directionless, unmotivated, and uninspired. I had just sold my business, didn’t know who I was outside of it, and questioned everything about my abilities. Today, I’m the cofounder of @tenex_labs, an enterprise AI transformation firm that will be my life’s work and quite possibly a $100 billion company. I’ve seen what can happen when the right founders are disrupting the right market at the right time. And this is that. Quick recap: - We’re on pace to be a Series D startup size by end of year. - Large portfolio of Fortune 500 clients. - Best-in-class talent from Amazon, Salesforce, McKinsey, Bain, BCG, Bain, Accenture, Deloitte, EY. - True AI engineering & transformation acceleration at a time where there’s a lot of snake oil. I’ve been reflecting on the small & large decisions that have allowed us to compound like crazy the last 12 months. Here it goes: 1. The only thing that matters The first time I read @pmarca’s essay “Only Thing That Matters,” I couldn’t get myself to agree. I’ve always preached “people are your most important asset,” so I couldn’t square up how something could be more important. But he was right. Market is everything. If you pick the right market, it’s like a black hole that sucks in everything else you need to build a great business: bags of money and world class talent. At Tenex, we’re blessed to be building in a space where our TAM is global GDP and every business on earth needs help becoming AI-native. 2. Cofounder market fit In personal life and founder life you make one choice that changes the entire trajectory of your story: the person you pick to write that story with. And in business, the choice is actually a set of many micro decisions that compound into either the best move of your career or the worst. Choice 1: Am I value aligned with this person? Choice 2: Do we have complementary spikes? Choice 3: Do we have compatible communication styles? Choice 4: Do our skills have product market fit with the market we’re in? I’m super blessed to be a yes on all 4 with my cofounder @ArmanHezarkhani. 3. Stack hubs in GTM Marketing is nothing more than a game of hubs-and-spokes. Hubs are digital or physical channels that give you leveraged access to spokes, your ideal end customer. Your job as a marketer is to define your budget, know the portfolio of hubs at your disposal, determine which hubs to invest in, know when to triple down on outperformers, and proactively stack hubs so new ones perform as old ones plateau. I, as a creator, was the first hub for Tenex. We knew I’d drive a bunch of business, but we also knew that my distribution would plateau just like any marketing channel on earth. That’s why we’ve stacked a host of hubs like channel partners (I.e @AnthropicAI, @OpenAI, @vercel), branded media (newsletters, playbooks) and creators (@JJEnglert). 4. Novelty is good for ego bad for business We purposefully kept as many variables constant while building this business. We’re not reinventing strategy consulting. We’re not reinventing engineering-as-a-service. We’re not reinventing change management. We’re not reinventing forward deployed engineering. We are only innovating on 1-2 vectors that we believe are mission critical to build a post-AI McKinsey with the set of constraints we face. One example is pay. We are the first company in the world to pay engineers like salespeople. Every engineer at Tenex has a standard minimum guarantee and is paid uncapped variable upside based on output (read: Storypoints completed). We picked this comp model for 3 reasons: it allows us to hire top talent without raising money, it incentivizes our engineers to gain leverage through optimized AI workflows, and it aligns incentives with clients desires. 5. We’ll eat your scraps Whether it’s less sexy work (like AI trainings) or a a less sexy category (like being a dev shop), when others have shied away, we’ve leaned in. Is a training business a great business? No. But being the best at teaching executives and companies how to use AI is an incredible way to build trust and identify other opportunities in a client’s business. Am I proud of Tenex partly being a dev shop? Absofuckinglutely. Dev shops get an unnecessarily bad rap, and we’re the one to rebrand them. Companies come to us for engineering help, not because they want cheap offshore talent, but because they want worldclass AI engineers they couldn’t hire on their own. We are in the business of selling trust and however we can get an edge or opportunity to do so, we’ll say yes all day.
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This isn’t just the end for Keir Starmer. We are witnessing the total destruction of the Labour Party. There will never be another Labour government.
This means the Left will no longer be able to hide behind a veneer of respectability. From now on, it will be the full-on crazy loon show that is the Green Party, aided by an alarming number of Islamist independents.
That the Greens will never form a government is immaterial. They’ll stoke up such hatred that their presence will be felt everywhere. It’s absurdly naïve to think that civil unrest won’t come knocking.
We will be looking at a fight for the life of this country — a life worth leading, I mean.
For the first time in my fifty-four years of life, I dread the future.
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nobody is talking about this UK defense stock.
$FTC supplies SpaceX Starlink ground stations with the exact RF technology that makes satellite internet work.
revenue up 121% last year.
elon musk's SpaceX took a 15% equity stake.
someone mapped the whole thing...
Coffee House Stocks@CoffeeStocksGuy
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@BladeoftheS @dontbrexitfixit It's a no-brainer! These people store money away in off shore accounts and it is them who are damaging the economy. Money is supposed to be spent for economies to boom. Hiding so much money away does nothing for a country's economy. 1% of millions or millions is nothing to them
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The Green Party propose a 1% wealth tax on people with over £10m that would bring in £50-60bn a year for our Public Services.
RT if you would like to see it.
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More patriotic than our own PM
🏴 🤝 🇯🇵
Hiroshi Suzuki@AmbJapanUK
Happy St George's Day!! 🏴🌹
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There are two numbers that should be sitting on every UK policymaker's desk this year. They are not.
The first is £9.18 trillion. The total value of UK housing stock.
The second is 70%. The share of UK workers in occupations the IMF classifies as exposed to AI. Higher than the US. Higher than the advanced-economy average.
Both numbers are real. Both come from serious published research. Neither is talking to the other.
Start with what UK housing actually is. Not bricks. Not land. Not planning permission. At the margin, UK housing is priced by what the next buyer can borrow. Mortgages clear at 4 to 4.5 times salary. Which means housing is a leveraged bet on British wages.
Now look at what those wages are.
81% of UK GDP is services. 83% of UK employment is services. Law. Finance. Consulting. Admin. Media. Tech. Middle management. These aren't side categories. They are the British economy.
They are also the roles with the highest AI exposure.
Goldman Sachs ranks them at the top: legal, financial analysis, operations, content production. The IMF puts 70% of UK workers in AI-exposed occupations, against around 60% in the US.
Why is the UK so exposed? Because we deindustrialised faster and further than any G7 peer, and replaced factories with knowledge work. The UK has seen the steepest manufacturing decline of any G7 economy since 1970. Every policy decision for forty years pushed labour into exactly the categories now in the crosshairs.
Then we concentrated it geographically.
London and the South East hold over 40% of UK housing value on just 26% of the housing stock. Same regions. Same workers. Same wages. Same exposure. The financial concentration mirrors the labour concentration almost perfectly.
Then we leveraged it.
UK household debt: around £2 trillion. Of which mortgages: over £1.6 trillion. Debt-to-income ratio: 117.5%. Lloyds alone has a £317 billion mortgage book.
The British banking system is a direct bet on services wages staying intact.
Now run the scenario.
If AI compresses services wages 10% over a decade, it is not a 10% fall in house prices. It's larger, and it's at the margin, because leveraged buyers drop out first and the comparables reset downward. That's how housing markets actually clear.
And the UK has no hedge.
The US has manufacturing reshoring, CHIPS Act money, energy abundance, resource extraction. Blue-collar wages rising as white-collar gets squeezed. The UK has none of it. We deindustrialised, layered the economy onto services, and financed £9 trillion of housing against wages that are now the most AI-exposed in the G7.
The rebuttal is that AI boosts productivity. The OECD expects UK productivity growth of 0.4 to 1.2 percentage points a year from AI. Second only to the US in the G7.
But mortgages don't clear on aggregates. They clear on individual incomes.
And the aggregate hides who captures the gains. The IMF's own recent research finds AI-era wage gains concentrating at the high-skill and low-skill ends of the labour market. Middle-skilled workers don't share in them proportionately.
Middle-skilled knowledge workers are the exact population whose mortgages clear the UK housing market.
The blast radius goes well beyond house prices.
Buy-to-let yields break. Pension funds' bank equity revalues. The council tax base erodes. Treasury receipts soften. Bank capital gets stress-tested against a shock no model has priced.
Every major UK asset class is, in some form, long services wages.
And yet the silence is total.
Politicians can't say it. The median voter is a homeowner. Banks can't say it. Capital requirements. Pension trustees can't say it. Members' retirements depend on the number. The Treasury can't say it. Its own fiscal projections assume rising property-linked receipts forever.
The silence is structural, not accidental.
Britain didn't just bet the economy on services. We bet the balance sheet of every household on services wages surviving the most disruptive labour technology in a century.
Nobody chose that trade explicitly. But every mortgage written in the last twenty years locked it in.
The numbers in this post aren't mine. They come from the IMF, OECD, ONS, Savills, the Bank of England, NIESR, and the UK government's own January 2026 AI labour market assessment.
Most came from Whitehall.
Nobody in Whitehall is connecting them.
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@andoniAmu @PolitlcsUK @POLITICOEurope Spot on. If only everyone replying to my comment would read yours.
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If you ban private landlords, people end up renting from big investment firms. Companies like BlackRock and Blackstone buy whole portfolios through the funds they control. They already hold stakes in firms that own tens of thousands of homes. When small landlords disappear, these firms are the only ones with the money to take over. That means fewer owners and more pricing power for them.
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🚨 NEW: Zack Polanski’s Green Party will conduct a “full review” of its policies
Policies including abolish the monarchy, making private landlords illegal, and reducing the motorway speed limit to 55mph are set to be cut
[@POLITICOEurope]
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@oliverhackett @PolitlcsUK @POLITICOEurope The government! You’re local government should be the ones we rent from!
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@oliverhackett @PolitlcsUK @POLITICOEurope The Central Committee will assign housing in the worker’s paradise, comrade.🙄
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Latest example of a landlord unable to conceive of a reality without private landlords
Dude probably thinks houses just disappear when private landlords leave the market
@oliver@oliverhackett
@PolitlcsUK @POLITICOEurope If private landlords are illegal, where will people rent from?
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@RachelReevesMP Brilliant idea to keep costs down. This is needed.
Question… if you want to keep costs down, why are you following policies which are guaranteed to drive up costs ?
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This is not our war, but it is now pushing up bills for families and businesses.
That’s why keeping costs down is my number one priority – and our economic plan has put us in a stronger position to face this crisis.
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@oliverhackett @PolitlcsUK @POLITICOEurope They will all be on a universal basic income , in Soviet era social housing so the greens have complete control over as much of the population as possible .
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@thesamparr Is this Rob Dyrdek who used to be a pro skateboarder ?
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We had Rob Dyrdek on MFM a while back. He’s built 18 companies and sold 6 of them. $550M in total exits.
He splits every 24 hours of his life into percentages.
30% work. 7 hours.
30% sleep. 7 hours.
30% family. 7 hours.
10% health. 2.5 hours.
He calls it "the unified theory." He's never compromised the family time.
Was a controversial episode because of how strict he is - but i love it.
(Check out the episode on MFM.)
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@almostcmb As someone who recently started a longer train commute too, I’ve noticed the same. Slightly disturbing.
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I moved to a place with a slightly longer commute so I spend ~2x time on the train vs before
After one year my primary takeaway has nothing to do with commuting. It’s that however nuked I thought people may have been by their phones, the problem is actually 1000x worse
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@oliverhackett @TheBlockCo @Blockstream @theblockupdates @adam3us It is not unfortunately! These standalone interviews from conferences don’t form part of our podcast offering.
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How was @saylor able to buy $2.5B of Bitcoin this week?
@adam3us explains $STRC to @TheBlockCo 👇
"It's a proposition bet. I need $ to buy BTC. Lend it to me at 10%. Then buy BTC b/c it's gone up 60% in 10 years. Even if it decays, it's a good arbitrage."
Full 📺 in the 🧵
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