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.

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.