“There's always been these companies, Alphasites and uh GLG”
AlphaSights
1 recommend/use · 2 sourced episodes
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“I hired like three expert firms, alpha in the alpha sites and like GLG”
Related frameworks
Build-With-The-Tools Assessment
Don't test people on doing work without AI — hand them the tools and score what they can build in an hour
Elastic-Demand Career Bet
Invest in domains where making people 10x more productive increases demand rather than reducing it
Patient-Then-Floor-It Hiring
Be obsessively patient hiring the founding team; step on the gas the moment demand exceeds what you can handle
Pull-Based Product-Market Fit
Be stubborn on your thesis but open on its form — chase the customer who is surprisingly easy to sell, not the one you must force
RLAIF Reward Design
Have an expert define success criteria and a rubric once, then let AI reinforce the capability — more scalable than labeling examples
The Access-to-an-Audience Moat
In human data the only durable moat is a trusted, targetable audience — not recruiters or ads
The Company-Inside-a-Company Incubation Playbook
Spin a 0-to-1 business inside a mature company by ring-fencing it completely from the core
The Middleman-Signal Disintermediation Play
When middlemen and end-customers both come to you directly, that's the signal to build the business yourself
The Quality-Volume-Speed Priority Stack
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Three Tenets: Can-Do, High Standards, Intensity
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Value-Chain Eval
Before applying AI to your business, build a systematic test that measures how well it automates your core value chain
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