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Are You Ready to Actually Retire?
Knowing when to retire means knowing what it costs, how long your money needs to last, and where the income comes from. When to Retire: A Quick and Easy Planning Guide helps investors with $1,000,000 or more work through all of it.
Are You Ready to Actually Retire?
Knowing when to retire means knowing what it costs, how long your money needs to last, and where the income comes from. When to Retire: A Quick and Easy Planning Guide helps investors with $1,000,000 or more work through all of it.
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Retirement looks different for everyone. What it costs, where the income comes from, how long it needs to last. Those answers are specific to you.
The Definitive Guide to Retirement Income helps investors with $1,000,000 or more work through the questions that matter and build a plan around the answers.
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Insights for business builders
from business builders
It’s April ‘26 and this is a post about December 2025. Why? Because many of the trendiest topics discussed today were being covered last December in podcast episodes you may not know. AI, rolls-ups, software.
Jonathan Siddharth — 20VC — December 2025
All of our problems are intelligence-constrained — this is why the Big 8 are racing toward AGI.
Much of current SaaS software was designed for humans and will be replaced or heavily transformed by AI.
Super-intelligence will unlock massive $30T+ knowledge/value-add opportunities across industries.
David Haber and Alex Rampell — A16z — December 2025
Software moats still matter (especially workflow knowledge and system-of-record mastery), but AI fundamentally changes how the work inside software is performed.
AI is driving a shift away from traditional per-seat licensing toward new pricing and delivery models.
A new breed of software (e.g., Wiz, Harvey) is emerging that goes beyond classic SaaS.
Cyrus Hessabi — Holdco Builders (Shore Capital) — December 2025
AI services are not just automation — they require re-imagining entire end-to-end service processes.
Many traditional businesses (especially labor-heavy ones like healthcare staffing) face significant AI disruption risk.
The best AI plays in services focus on industries where core value remains human but surrounding tasks can be dramatically improved.
Marc Bhargava — Sourcery — December 2025
Services represent a ~$16T TAM versus SaaS at ~$1T — a massive opportunity for AI-enabled rollups and compounders.
Building AI-driven services businesses using a Danaher/Constellation Software-style playbook is highly attractive.
AI implementation services and AI-powered rollups in labor-intensive sectors are among the biggest near-term opportunities.
Gavin Baker — Invest Like the Best — December 2025
Investors and operators must aggressively use AI tools and stay on top of everything coming out of AI labs.
Being the low-cost producer of compute and intelligence is becoming a critical strategic advantage.
AI rollups combined with systematic AI use in private equity will create powerful margin and competitive edges.
Rob Hoffman — Startup Ideas — December 2025
Core goal is always customer acquisition — running profitable SaaS alongside an SEO agency creates a strong flywheel.
Content → email → webinar → SaaS funnel remains highly effective even in the AI era.
Charging too little is one of the most common mistakes that prevents scaling SaaS businesses.
What’s striking is the consensus views among investors and operators alike: implementation of AI is a massive opportunity for business re-design and gaining scale (through roll-ups) and SaaS isn’t going away but the moats will center around workflows and data-driven network effects.
Each of these podcasts is worth a full listen. Every week dozens of podcast episodes offer specific advice and tactics on how to start, build, and grow businesses. We can help make them easier to find and easier to learn from.
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Until next time,
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