# larson (blogs) — RSS Amplifier Recent posts from the 2 feeds in the RSS Amplifier directory that cover larson. Page: Feed: --- ## [The Market for Context](https://hypersoren.xyz/explorations/market-for-context/) _2026-07-23 · Soren Larson_ Motivation Link to heading An AI provider does not merely sell an answer. By receiving the information needed to produce that answer, it may also learn how to produce better answers in the future. That creates two economic flows in every context-rich AI relationship: Learning travels: private operating context enters an AI system and may improve what the system can do elsewhere. Value travels:… ## [$25 gc + ARC giveaway! + THE Delilah??](https://dreamboldwithsarablarson.substack.com/p/25-gc-arc-giveaway-the-delilah) _2026-07-17 · Dream Bold With Sara B. Larson · Dream Bold with Sara B. Larson_ Plus A Promised Vengeance news--just for subscribers! ## [the DEFY TRILOGY is on KU!!](https://dreamboldwithsarablarson.substack.com/p/the-defy-trilogy-is-on-ku) _2026-06-26 · Dream Bold With Sara B. Larson · Dream Bold with Sara B. Larson_ and thoughts on life post new book release ## [EVERY BEAT AFTER is here!!](https://dreamboldwithsarablarson.substack.com/p/every-beat-after-is-here) _2026-06-03 · Dream Bold With Sara B. Larson · Dream Bold with Sara B. Larson_ This book full of heart--in more ways than one--is available now! ## [A Complexity Theory of AI Value Accrual](https://hypersoren.xyz/posts/price-elasticity/) _2026-05-19 · Soren Larson_ Summary: Lab margins and value participation fall out of the distribution of task complexity, but these present conflicting incentives for the labs. ⚠️ Fair warning this blog is more technical – feel free to copy as markdown to a LM. Dario continues to predict high unemployment with high GDP growth The signature of this technology is it’s going to take us to a world where we have very high… ## [It's gonna be May...](https://dreamboldwithsarablarson.substack.com/p/its-gonna-be-may) _2026-05-06 · Dream Bold With Sara B. Larson · Dream Bold with Sara B. Larson_ AKA May the 4th be with you/Cinco de Mayo/Maycember madness ## [An Equilibrium Theory of Vertical Integration](https://hypersoren.xyz/posts/vertical-integration-theory/) _2026-04-20 · Soren Larson_ Clay Christensen has two theories of disruption. The one everyone knows – new technology comes out that incumbents ignore or don’t understand is misaligned with existing business doesn’t directly serve existing customers but unlocks new markets that end up dominating. This is the classic Blockbuster v Netflix story. It may very well also be a story of the labs v the… ## [Author Confessions + Spring Book recs](https://dreamboldwithsarablarson.substack.com/p/author-confessions-spring-book-recs) _2026-04-14 · Dream Bold With Sara B. Larson · Dream Bold with Sara B. Larson_ Sharing a little behind the scenes vulnerability... ## [Against The Coasean Singularity](https://hypersoren.xyz/posts/against-coasean-singularity/) _2026-03-21 · Soren Larson_ Judging by the last few months of AI-econ discourse, apparently the firm is dead. It’s over––companies have no reason to exist. Agents run the economy now. The narrative is not coming from AI anime pfp schizos, but from top labs, crypto or fintech pumpers, and economists. The narrative goes––the firm will implode birthing billions of agents who transact. How long until agentic payments… ## [Every Beat After ARC + $15 to swig/starbucks GIVEAWAY!](https://dreamboldwithsarablarson.substack.com/p/every-beat-after-arc-15-to-swigstarbucks) _2026-03-18 · Dream Bold With Sara B. Larson · Dream Bold with Sara B. Larson_ Plus DEFY news!! ## [From any door to your door (Sponsored)](https://crawlproof.com/a/jiuSNoVbdvve) _2026-03-18 · **Sponsored**_ Book rides, errands, deliveries, groceries and home help in one app ## [Durability of Frontier AI](https://hypersoren.xyz/posts/durability-of-frontier-ai/) _2026-03-02 · Soren Larson_ This technology cycle has been particularly interested in economist Ronald Coase. He’s been in the discourse for his near century-old writing on the Nature of the Firm, answering why firms exist and why they grow. His view: Firms exist to minimize transaction costs––firms grow larger whenever hiring is cheaper than transacting and vice versa. His later writing on monopolies and durability… ## [The Coase Conjecture in AI Inference Markets](https://hypersoren.xyz/explorations/coase-ai/) _2026-03-02 · Soren Larson_ ## [Does romantic love really matter?](https://dreamboldwithsarablarson.substack.com/p/does-romantic-love-really-matter) _2026-02-20 · Dream Bold With Sara B. Larson · Dream Bold with Sara B. Larson_ And why include it in all of my stories? ## [Token Counters](https://hypersoren.xyz/posts/token-counter/) _2026-02-15 · Soren Larson_ Judging by public markets, the future of software looks bleak . Memes abound . Even optimistic software investors appear wary. Upfront’s Peter Zakin ’earnestly love\[s\] software startups.’ But even he accepts Agents Will Climb The Ladder forcing startups either up the ladder with agent capability or down to infrastructure agents use. Following his bet on Daytona (“agent… ## [Agent Seeking Honest Work](https://hypersoren.xyz/posts/agent-seeking-honest-work/) _2026-01-27 · Soren Larson_ Summary: Agents earn not from routing but from capturing inefficiencies at the edge––creating new supply, capturing latent context, or productizing uncertainty buffers. Truth \> Scale. Will AI agents get paid a living wage? Labs earn money from providing intelligence either directly or through subscriptions. Whether their margins persist as open models catch up ( Kimi K2.5 let’s go! ) is a… ## [Appraising a new edge buffer](https://hypersoren.xyz/explorations/demand-visibility/) _2026-01-20 · Soren Larson_ ## [Surprise! Surprise!](https://hypersoren.xyz/posts/surprise-surprise/) _2026-01-05 · Soren Larson_ Summary: For labs to capture durable value, the world has to be meta-surprising. I’m not sure it is. 🎶 The more the world is changing, the more it stays the same. Life is full of small surprises, it’s a never ending game. If nothing is impossible, will you believe your eyes? If the unexpected brings a smile, that’s a big surprise! -Cilla Black “Surprise! Surprise!”… ## [You must just do things](https://hypersoren.xyz/posts/do-things/) _2025-12-28 · Soren Larson_ Summary: Software modularized nouns; AI modularizes verbs, migrating profit from enabling middleware to asset owners bearing structurally non-deferrable liability. CapEx is the new CAC. Last month Anthropic published a blog highlighting their new Tool Search Tool . The key insight is that registering all tools with Claude directly through MCP consumes too many tokens. A superior approach instead… ## [Cybernetic Arbitrage](https://hypersoren.xyz/posts/cybernetic-arbitrage/) _2025-12-19 · Soren Larson_ Summary: AI commoditizes intelligence, forcing profits to migrate to asset-heavy Cybernetic Rollups that own context at the edge. I started this blog five months ago to combat a venture narrative I’m now convinced is wrong. The narrative: That AI’s winners will be middleware SaaS companies––agentic platforms, cognition resellers, outcomes-pricing vendors––selling intelligence to… ## [COVER REVEAL! - Every Beat After](https://dreamboldwithsarablarson.substack.com/p/cover-reveal-every-beat-after) _2025-12-11 · Dream Bold With Sara B. Larson · Dream Bold with Sara B. Larson_ Plus book sales & the day after a wedding brain ## [Non-Custodial Crypto Gateway (Sponsored)](https://crawlproof.com/a/oAexCnypB19U) _2025-12-11 · **Sponsored**_ Accept multi-chain crypto, automated fee handling, and trustless escrow with real-time settlement. ## [Outcomes Protocol](https://hypersoren.xyz/explorations/outcomes-protocol/) _2025-12-01 · Soren Larson_ ## [Illiquid Dark Matter](https://hypersoren.xyz/posts/dark-matter/) _2025-11-30 · Soren Larson_ We shut down Crosshatch . We built a “Plaid for personalized AI”: a portable context layer that let users bring their complete context to their favorite apps. We believed consumer AI wouldn’t be interesting without it. I think we were right. Go to your favorite consumer website –- has it changed much since ChatGPT launched now three years ago? Some still imagine a portable… ## [Gratitude turns what we have into enough.](https://dreamboldwithsarablarson.substack.com/p/gratitude-turns-what-we-have-into) _2025-11-21 · Dream Bold With Sara B. Larson · Dream Bold with Sara B. Larson_ How can we make this season of gratitude the most meaningful one yet? ## [Making Food Programmable](https://hypersoren.xyz/posts/programmable-food/) _2025-11-21 · Soren Larson_ 💡 Knowledge and action are the central relations between mind and world. -– Timothy Williamson “Programmability is eating the world.” declared USV’s Nikhil Raman. USV’s Matt Mandel introduces programmability The Information Age was a consequence of two developments: the ability to work with information programmatically and the democratization of that capability. USV sees… ## [Vengeance is hers...tomorrow!!](https://dreamboldwithsarablarson.substack.com/p/vengeance-is-herstomorrow) _2025-10-27 · Dream Bold With Sara B. Larson · Dream Bold with Sara B. Larson_ My 8th book is finally here! ## [The price of outcomes](https://hypersoren.xyz/posts/price-of-outcomes/) _2025-10-25 · Soren Larson_ Silicon Valley will not stop talking about outcome-based pricing. Better Tomorrow Ventures’ Sheel Mohnot explained that SaaS isn’t dead––it’s really that “per-seat pricing is dead.” I’ve strong conviction this thesis is exactly wrong , and in this blog I’ll explain why. The Origins of Outcomes-Based Pricing Link to heading Brett Taylor’s Sierra is… ## [Hard Mode](https://hypersoren.xyz/posts/hard-mode/) _2025-10-05 · Soren Larson_ SaaS and vertical AI are getting squeezed. Public market SaaS growth rates are slowing and the AI application layer is facing both margin pressure and competitive pressures from their AI suppliers and even their own customers. As Ethan Mollick asked in May, with 5-9 year startup exit horizons, what paths remain for startups that won’t be disrupted by AI or eaten by the labs? In this blog… ## [Outcomes Protocol](https://hypersoren.xyz/posts/outcomes-protocol/) _2025-08-13 · Soren Larson_ The diffusion of AI into the economy is too slow and too concentrated. Today’s top application-layer companies are mostly not end-to-end. They succeed where tasks can be precisely defined and near-instantly verified. We spin up bespoke vertical SaaS companies to wrap AI labor in trustworthy veneers, often hiding “ very negative ” unit economics. The Outcomes Protocol replaces… ## [The Bitter Lesson and Hayek's Revenge](https://hypersoren.xyz/posts/hayeks-revenge/) _2025-08-01 · Soren Larson_ In Friedrich Hayek’s cornerstone “ The Use of Knowledge in Society ” he introduces the “man on the spot.” If we can agree that the economic problem of society is mainly one of rapid adaptation to changes in the particular circumstances of time and place , it would seem to follow that the ultimate decisions must be left to the people who are familiar with these… ## [The Smart Squeeze](https://hypersoren.xyz/posts/smart-squeeze/) _2025-07-28 · Soren Larson_ Introduction Link to heading High-intelligence applications make dumb businesses. Dumb applications make good businesses. To be a smart startup, you must be dumb. The Windsurf warning Link to heading The intuition largely follows Jevons Paradox. Consider AI code editors like Windsurf. When only Claude 3.7 was available, coding agents were ok but not great. Developers on Windsurf didn’t… ## [Stay updated on your professional world (Sponsored)](https://crawlproof.com/a/3HulngKelQaz) _2025-07-28 · **Sponsored**_ Keep in touch with people you know, build your career. ## [Autonomous Commerce](https://hypersoren.xyz/posts/autonomous-commerce/) _2025-07-21 · Soren Larson_ Agentic commerce is a mirage. The future is Autonomous Commerce. But why not agentic commerce? 2025 is the Year of Agents! Reasoning models are here. AI won’t just answer questions––it will do things for us. But what things? An agent could search for products we might like, choose them, and even place an order on our behalf. But what if we enjoy the act of finding things? \[See Chris Paik:… ## [Dumb Money](https://hypersoren.xyz/posts/dumb-money/) _2025-07-16 · Soren Larson_ The worst software businesses are smart. The best ones are dumb. Let me explain. There’s been ongoing debate of where value accrues in the AI era. Many believe it accrues to the app layer! YC: Vertical Agents could be 10x bigger than SaaS Aaron Levie : “As cost of intelligence drops, value accrues to the app layer” USV : “The internet stack is composed of … fat applications.” Foundation Cap:…