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When to Call Me
My majors and minors, congestion pricing, AI talent agents, the three kinds of investors
Nov 22
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Yoni Rechtman
5
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When to Call Me
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An Abundance Agenda For NY
It's time to fix NY, RIP Forward Health, turning labor into owners
Nov 15
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Yoni Rechtman
5
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An Abundance Agenda For NY
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Some Notes on Moats
Moats, RIP Bowery Farming, election reaction
Nov 8
•
Yoni Rechtman
6
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Some Notes on Moats
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Seed investors should buy common stock
Weekly digest Nov 1, 2024
Nov 1
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Yoni Rechtman
1
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Seed investors should buy common stock
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October 2024
You always spend the money
Extra cash never sits in escrow
Oct 25
•
Yoni Rechtman
2
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You always spend the money
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Real World Businesses
Building, buying, growing, running serving real businesses in the real economy.
Oct 18
•
Yoni Rechtman
9
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Real World Businesses
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Why I love pre-seed
Weekly roundup of thoughts, writing, reading
Oct 11
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Yoni Rechtman
5
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Why I love pre-seed
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Fix First, Conquer Later.
Onsite Repairs Can Build a Billion-Dollar Biz
Oct 4
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Yoni Rechtman
1
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Fix First, Conquer Later.
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How many ways can you make money?
We want a straight line to good with a call option on big
Oct 1
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Yoni Rechtman
3
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How many ways can you make money?
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September 2024
Flipping from sellers’ agents to buyers’ agents
Think “OG Priceline for X” but with context
Sep 29
•
Yoni Rechtman
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Flipping from sellers’ agents to buyers’ agents
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Customers pay much more for services than software
90% margins on tiny dollars won't make you rich.
Sep 24
•
Yoni Rechtman
4
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Customers pay much more for services than software
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Fragmentation and market structure
The opportunity for vertical software companies to buy and transform operating via GBOs (growth buyouts) is massive.
Sep 11
•
Yoni Rechtman
2
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Fragmentation and market structure
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