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Dan Hockenmaier

Dan Hockenmaier

@dan-hockenmaier · 8 positions · On ppll ↗

Marketplace and growth strategist; director of growth at Thumbtack, a partner at Reforge, and head of strategy and analytics, later chief strategy officer, at Faire; writes Dan Hock's Essays.

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  1. AI agents

    This is one reason that travel is the best near-term monetization opportunity for agents.

    ↗How scared should Amazon be of agents?danhock.co 1st of 2 in this piece

  2. In these industries, managed marketplaces that pool resources to efficiently fund trust and logistics are the winning recipe. That’s the case for all of the most valuable marketplaces, including Amazon, Uber, and DoorDash.

    ↗How scared should Amazon be of agents?danhock.co 2nd of 2 in this piece

  3. 5 weeks earlier
  4. startups

    The risk of this outcome is ratcheting up, because rapid AI adoption is making everyone’s early numbers look good, attracting huge rounds and extreme competition in the process. When the tide goes out, who among Lovable, Suno, ElevenLabs, Harvey, Gamma, and the labs themselves is going to be swimming without a moat?

    ↗Momentum is Not a Moatdanhock.co 1st of 2 in this piece

  5. Distribution isn’t success in itself, but an opportunity to capture it. It’s the very first step in building a moat.

    ↗Momentum is Not a Moatdanhock.co 2nd of 2 in this piece

  6. 4 weeks earlier
  7. But strategy is best practiced in a loop with execution, not as something that precedes it. You have to just start building, assess what you learned, adjust, and start again.

    ↗How to Build a High-Growth Operating System: 9 Lessons from 9 Years at Fairedanhock.co

  8. 4 months earlier
  9. AI will indeed replace a lot of this because the spreadsheet is just janky software, and AI will make it easy to build non-janky software.

    ↗How to Use AI Without Losing Your Minddanhock.co 1st of 2 in this piece

  10. But if you’re writing a strategy doc or an essay or your senior thesis, the point is that you have to do the writing yourself to figure out what you’re trying to say. Writing is how you learn.

    ↗How to Use AI Without Losing Your Minddanhock.co 2nd of 2 in this piece

  11. 3 weeks earlier
  12. Certainly for chip manufacturers, and probably for the frontier model companies, the scale economies curve has again shifted out. At this point, it’s difficult to imagine anyone but an incumbent with existing scale entering the competition.

    ↗The End of Fragmentationdanhock.co