Guy Wuollet(@guywuolletjr):If the biggest expense for most modern businesses shifts from salaries to inference spend, it feels like there's a cool opportunity to build a new financing model. Someone should be providing capital in the form of convertible debt (?) to early non-venture businesses and form a holding company that pays out dividends overtime from successful products. A very SSG like opportunity that's nicely counterpositioned against the all or nothing venture model. If you're building this I'd love to talk to you.

Guy Wuollet

@guywuolletjr

GP @a16zfrontier. Common sense will not accomplish great things. Simply become insane and desperate. See disclosures:

Joined October 2012

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Guy Wuollet@guywuolletjr

2026.10.07 18:04

If the biggest expense for most modern businesses shifts from salaries to inference spend, it feels like there's a cool opportunity to build a new financing model. Someone should be providing capital in the form of convertible debt (?) to early non-venture businesses and form a holding company that pays out dividends overtime from successful products. A very SSG like opportunity that's nicely counterpositioned against the all or nothing venture model. If you're building this I'd love to talk to you.