Cofounders Nik
@cofoundersnik.bsky.social
Multiple 7-figure exits | Host of Nikonomics:http://tinyurl.com/nikonomicsYT | 100% bootstrapped, 10% self-made | Buying Cash Flowing Assets | Fight On✌️& Go Bruins🐻
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OpenAI Paid $6.5B for Johnny Ive—I'm Skeptical
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nikonomics.info
June 2, 2025 at 11:16 PM
We recently covered this deal, Google's latest updates & how SMBs can use AI in their businesses today!
Give me @cofoundersnik.bsky.social a follow for more AI-SMB breakdowns
Apple: nikonomics.info/Liz528Ap
Spotify: nikonomics.info/Liz528Sp
nikonomics.info/Liz528YT
Give me @cofoundersnik.bsky.social a follow for more AI-SMB breakdowns
Apple: nikonomics.info/Liz528Ap
Spotify: nikonomics.info/Liz528Sp
nikonomics.info/Liz528YT
So the real question:
Is Jony Ive the next Bob Iger?
Or the next Marissa Mayer?
He’s got the track record, the taste, and the resources.
But he’s stepping into a very different world with faster cycles, less patience, & no Steve Jobs at his side.
Is Jony Ive the next Bob Iger?
Or the next Marissa Mayer?
He’s got the track record, the taste, and the resources.
But he’s stepping into a very different world with faster cycles, less patience, & no Steve Jobs at his side.
June 2, 2025 at 11:16 PM
So the real question:
Is Jony Ive the next Bob Iger?
Or the next Marissa Mayer?
He’s got the track record, the taste, and the resources.
But he’s stepping into a very different world with faster cycles, less patience, & no Steve Jobs at his side.
Is Jony Ive the next Bob Iger?
Or the next Marissa Mayer?
He’s got the track record, the taste, and the resources.
But he’s stepping into a very different world with faster cycles, less patience, & no Steve Jobs at his side.
Marissa Mayer = the bad hire:
- Background: Google prodigy
- Mistakes: $1.1B Tumblr deal, strategic chaos
- Outcome: Yahoo sold for scraps to Verizon
She is brilliant but wrong fit, wrong bets, wrong time.
- Background: Google prodigy
- Mistakes: $1.1B Tumblr deal, strategic chaos
- Outcome: Yahoo sold for scraps to Verizon
She is brilliant but wrong fit, wrong bets, wrong time.
June 2, 2025 at 11:16 PM
Marissa Mayer = the bad hire:
- Background: Google prodigy
- Mistakes: $1.1B Tumblr deal, strategic chaos
- Outcome: Yahoo sold for scraps to Verizon
She is brilliant but wrong fit, wrong bets, wrong time.
- Background: Google prodigy
- Mistakes: $1.1B Tumblr deal, strategic chaos
- Outcome: Yahoo sold for scraps to Verizon
She is brilliant but wrong fit, wrong bets, wrong time.
Bob Iger = the good hire:
- Background: COO of ABC
- Wins: Pixar, Marvel, Lucasfilm, Fox
- Disney market cap 4x’d under his watch
He didn’t just buy assets. He knew what to do with them.
- Background: COO of ABC
- Wins: Pixar, Marvel, Lucasfilm, Fox
- Disney market cap 4x’d under his watch
He didn’t just buy assets. He knew what to do with them.
June 2, 2025 at 11:16 PM
Bob Iger = the good hire:
- Background: COO of ABC
- Wins: Pixar, Marvel, Lucasfilm, Fox
- Disney market cap 4x’d under his watch
He didn’t just buy assets. He knew what to do with them.
- Background: COO of ABC
- Wins: Pixar, Marvel, Lucasfilm, Fox
- Disney market cap 4x’d under his watch
He didn’t just buy assets. He knew what to do with them.
But here’s the catch:
Big splashy hires like this?
They’re a coin flip.
• Bob Iger turned Disney into a global IP machine
• Marissa Mayer burned billions at Yahoo
Visionary talent doesn’t always translate to execution.
Big splashy hires like this?
They’re a coin flip.
• Bob Iger turned Disney into a global IP machine
• Marissa Mayer burned billions at Yahoo
Visionary talent doesn’t always translate to execution.
June 2, 2025 at 11:16 PM
But here’s the catch:
Big splashy hires like this?
They’re a coin flip.
• Bob Iger turned Disney into a global IP machine
• Marissa Mayer burned billions at Yahoo
Visionary talent doesn’t always translate to execution.
Big splashy hires like this?
They’re a coin flip.
• Bob Iger turned Disney into a global IP machine
• Marissa Mayer burned billions at Yahoo
Visionary talent doesn’t always translate to execution.
Why now?
Because the AI wearables market is exploding:
- Market: $48.8B in 2025
- Projected: $260.3B by 2032
But wearables are a different kind of tech. OpenAI needs trust, design, taste & someone who can make AI desirable.
Enter Ive.
Because the AI wearables market is exploding:
- Market: $48.8B in 2025
- Projected: $260.3B by 2032
But wearables are a different kind of tech. OpenAI needs trust, design, taste & someone who can make AI desirable.
Enter Ive.
June 2, 2025 at 11:16 PM
Why now?
Because the AI wearables market is exploding:
- Market: $48.8B in 2025
- Projected: $260.3B by 2032
But wearables are a different kind of tech. OpenAI needs trust, design, taste & someone who can make AI desirable.
Enter Ive.
Because the AI wearables market is exploding:
- Market: $48.8B in 2025
- Projected: $260.3B by 2032
But wearables are a different kind of tech. OpenAI needs trust, design, taste & someone who can make AI desirable.
Enter Ive.
Now, OpenAI is betting $6.5B that he can do for AI hardware what he did for consumer electronics.
The idea?
An AI wearable that feels like magic. Right now, most of them feel like science projects.
Think less “Google Glass,” more “Iron Man’s JARVIS.”
The idea?
An AI wearable that feels like magic. Right now, most of them feel like science projects.
Think less “Google Glass,” more “Iron Man’s JARVIS.”
June 2, 2025 at 11:16 PM
Now, OpenAI is betting $6.5B that he can do for AI hardware what he did for consumer electronics.
The idea?
An AI wearable that feels like magic. Right now, most of them feel like science projects.
Think less “Google Glass,” more “Iron Man’s JARVIS.”
The idea?
An AI wearable that feels like magic. Right now, most of them feel like science projects.
Think less “Google Glass,” more “Iron Man’s JARVIS.”
So how valuable was Jony to Apple?
Let's look at Apple's market cap when he became head of design vs when he left:
1997: $2.3 billion
2019: ~$1 trillion
That’s a 43,000% increase.
He designed the most profitable era in Apple’s history.
Let's look at Apple's market cap when he became head of design vs when he left:
1997: $2.3 billion
2019: ~$1 trillion
That’s a 43,000% increase.
He designed the most profitable era in Apple’s history.
June 2, 2025 at 11:16 PM
So how valuable was Jony to Apple?
Let's look at Apple's market cap when he became head of design vs when he left:
1997: $2.3 billion
2019: ~$1 trillion
That’s a 43,000% increase.
He designed the most profitable era in Apple’s history.
Let's look at Apple's market cap when he became head of design vs when he left:
1997: $2.3 billion
2019: ~$1 trillion
That’s a 43,000% increase.
He designed the most profitable era in Apple’s history.
You may not know Jony Ive by name but you definitely know his work.
Here are just a few of his hits:
🖥️ iMac G3 – saved Apple
💻 MacBook Air – pulled from a manila envelope
📱 iPhone – redefined phones
⌚ Apple Watch – jewelry 🤝 tech
And Apple's $5B spaceship-shaped campus
Here are just a few of his hits:
🖥️ iMac G3 – saved Apple
💻 MacBook Air – pulled from a manila envelope
📱 iPhone – redefined phones
⌚ Apple Watch – jewelry 🤝 tech
And Apple's $5B spaceship-shaped campus
June 2, 2025 at 11:16 PM
You may not know Jony Ive by name but you definitely know his work.
Here are just a few of his hits:
🖥️ iMac G3 – saved Apple
💻 MacBook Air – pulled from a manila envelope
📱 iPhone – redefined phones
⌚ Apple Watch – jewelry 🤝 tech
And Apple's $5B spaceship-shaped campus
Here are just a few of his hits:
🖥️ iMac G3 – saved Apple
💻 MacBook Air – pulled from a manila envelope
📱 iPhone – redefined phones
⌚ Apple Watch – jewelry 🤝 tech
And Apple's $5B spaceship-shaped campus
I talk to the SMB weirdos quietly building what’s next
If you’re ready to stop watching & start building with AI while it’s still early, follow me @cofoundersnik.bsky.social
The next wave isn’t coming. It’s already here
nikonomics.info/BsNews
If you’re ready to stop watching & start building with AI while it’s still early, follow me @cofoundersnik.bsky.social
The next wave isn’t coming. It’s already here
nikonomics.info/BsNews
May 1, 2025 at 5:13 PM
I talk to the SMB weirdos quietly building what’s next
If you’re ready to stop watching & start building with AI while it’s still early, follow me @cofoundersnik.bsky.social
The next wave isn’t coming. It’s already here
nikonomics.info/BsNews
If you’re ready to stop watching & start building with AI while it’s still early, follow me @cofoundersnik.bsky.social
The next wave isn’t coming. It’s already here
nikonomics.info/BsNews
We’re not late
We’re early
1996 = Internet
2001 = SaaS
2009 = Mobile
2020 = Cloud
2025 = AI
The opportunity isn’t in watching AI go mainstream:
It’s in learning to build with it now, before everyone else catches on!
We’re early
1996 = Internet
2001 = SaaS
2009 = Mobile
2020 = Cloud
2025 = AI
The opportunity isn’t in watching AI go mainstream:
It’s in learning to build with it now, before everyone else catches on!
May 1, 2025 at 5:13 PM
We’re not late
We’re early
1996 = Internet
2001 = SaaS
2009 = Mobile
2020 = Cloud
2025 = AI
The opportunity isn’t in watching AI go mainstream:
It’s in learning to build with it now, before everyone else catches on!
We’re early
1996 = Internet
2001 = SaaS
2009 = Mobile
2020 = Cloud
2025 = AI
The opportunity isn’t in watching AI go mainstream:
It’s in learning to build with it now, before everyone else catches on!
AI 1.0 was:
→ Prompt toys
→ Cool demos
→ Vibes
AI 2.0 is:
→ Agents running ops
→ Real workflows
→ Real revenue
It’s no longer a playground
It’s infrastructure & it’s still EARLY
→ Prompt toys
→ Cool demos
→ Vibes
AI 2.0 is:
→ Agents running ops
→ Real workflows
→ Real revenue
It’s no longer a playground
It’s infrastructure & it’s still EARLY
May 1, 2025 at 5:13 PM
AI 1.0 was:
→ Prompt toys
→ Cool demos
→ Vibes
AI 2.0 is:
→ Agents running ops
→ Real workflows
→ Real revenue
It’s no longer a playground
It’s infrastructure & it’s still EARLY
→ Prompt toys
→ Cool demos
→ Vibes
AI 2.0 is:
→ Agents running ops
→ Real workflows
→ Real revenue
It’s no longer a playground
It’s infrastructure & it’s still EARLY
Now it’s 2025.
VC is down. Layoffs are back.
AI feels “overhyped.”
Perfect.
This is the part of the movie where everyone will get distracted
But a few people quietly build the next $100M companies
VC is down. Layoffs are back.
AI feels “overhyped.”
Perfect.
This is the part of the movie where everyone will get distracted
But a few people quietly build the next $100M companies
May 1, 2025 at 5:13 PM
Now it’s 2025.
VC is down. Layoffs are back.
AI feels “overhyped.”
Perfect.
This is the part of the movie where everyone will get distracted
But a few people quietly build the next $100M companies
VC is down. Layoffs are back.
AI feels “overhyped.”
Perfect.
This is the part of the movie where everyone will get distracted
But a few people quietly build the next $100M companies
2020: Pandemic chaos.
Everyone paused... Except the builders.
→ Zoom became mission-critical
→ Remote work went default
→ GPT-3 launched quietly
Cloud + AI 1.0 = new stack
A few saw it but most missed it
Sound familiar?
Everyone paused... Except the builders.
→ Zoom became mission-critical
→ Remote work went default
→ GPT-3 launched quietly
Cloud + AI 1.0 = new stack
A few saw it but most missed it
Sound familiar?
May 1, 2025 at 5:13 PM
2020: Pandemic chaos.
Everyone paused... Except the builders.
→ Zoom became mission-critical
→ Remote work went default
→ GPT-3 launched quietly
Cloud + AI 1.0 = new stack
A few saw it but most missed it
Sound familiar?
Everyone paused... Except the builders.
→ Zoom became mission-critical
→ Remote work went default
→ GPT-3 launched quietly
Cloud + AI 1.0 = new stack
A few saw it but most missed it
Sound familiar?
2008: Total financial collapse.
Most froze but mobile exploded.
→ Uber (2009)
→ WhatsApp (2009)
→ Instagram (2010)
iPhone was barely a year old but the future was already getting built in your pocket
Recessions prune... But they also plant
Most froze but mobile exploded.
→ Uber (2009)
→ WhatsApp (2009)
→ Instagram (2010)
iPhone was barely a year old but the future was already getting built in your pocket
Recessions prune... But they also plant
May 1, 2025 at 5:13 PM
2008: Total financial collapse.
Most froze but mobile exploded.
→ Uber (2009)
→ WhatsApp (2009)
→ Instagram (2010)
iPhone was barely a year old but the future was already getting built in your pocket
Recessions prune... But they also plant
Most froze but mobile exploded.
→ Uber (2009)
→ WhatsApp (2009)
→ Instagram (2010)
iPhone was barely a year old but the future was already getting built in your pocket
Recessions prune... But they also plant
2001: Dot-com crash.
The hype died. The tourists left.
But SaaS was just getting started:
→ Salesforce launched CRM
→ Intuit doubled down on QuickBooks Online
→ Basecamp tested monthly billing
While the market flinched a new model was forming:
SaaS = recurring > one-time
The hype died. The tourists left.
But SaaS was just getting started:
→ Salesforce launched CRM
→ Intuit doubled down on QuickBooks Online
→ Basecamp tested monthly billing
While the market flinched a new model was forming:
SaaS = recurring > one-time
May 1, 2025 at 5:13 PM
2001: Dot-com crash.
The hype died. The tourists left.
But SaaS was just getting started:
→ Salesforce launched CRM
→ Intuit doubled down on QuickBooks Online
→ Basecamp tested monthly billing
While the market flinched a new model was forming:
SaaS = recurring > one-time
The hype died. The tourists left.
But SaaS was just getting started:
→ Salesforce launched CRM
→ Intuit doubled down on QuickBooks Online
→ Basecamp tested monthly billing
While the market flinched a new model was forming:
SaaS = recurring > one-time
1991: Recession. Layoffs.
Most gave up on tech.
But PCs quietly crossed 100M units.
Then came:
→ Yahoo (1994)
→ Amazon (1995)
→ Google (1998)
The internet stopped being a toy & started becoming oxygen
Builders didn’t wait for recovery
Most gave up on tech.
But PCs quietly crossed 100M units.
Then came:
→ Yahoo (1994)
→ Amazon (1995)
→ Google (1998)
The internet stopped being a toy & started becoming oxygen
Builders didn’t wait for recovery
May 1, 2025 at 5:13 PM
1991: Recession. Layoffs.
Most gave up on tech.
But PCs quietly crossed 100M units.
Then came:
→ Yahoo (1994)
→ Amazon (1995)
→ Google (1998)
The internet stopped being a toy & started becoming oxygen
Builders didn’t wait for recovery
Most gave up on tech.
But PCs quietly crossed 100M units.
Then came:
→ Yahoo (1994)
→ Amazon (1995)
→ Google (1998)
The internet stopped being a toy & started becoming oxygen
Builders didn’t wait for recovery
Want to avoid a $50K mistake?
Use this framework:
Clarity. Control. Stability.
→ Buy what you know
→ Avoid owner traps
→ Pick cash-flowing, operationally sound businesses
That’s how I added $11.6M in value.
nikonomics.info/BsNews
Use this framework:
Clarity. Control. Stability.
→ Buy what you know
→ Avoid owner traps
→ Pick cash-flowing, operationally sound businesses
That’s how I added $11.6M in value.
nikonomics.info/BsNews
Nikonomics
Exploring The Economics of Small Business
nikonomics.info
May 1, 2025 at 1:08 AM
Want to avoid a $50K mistake?
Use this framework:
Clarity. Control. Stability.
→ Buy what you know
→ Avoid owner traps
→ Pick cash-flowing, operationally sound businesses
That’s how I added $11.6M in value.
nikonomics.info/BsNews
Use this framework:
Clarity. Control. Stability.
→ Buy what you know
→ Avoid owner traps
→ Pick cash-flowing, operationally sound businesses
That’s how I added $11.6M in value.
nikonomics.info/BsNews
What I avoid like the plague:
- Highly cyclical industries
- Trendy businesses tied to consumer “vibes”
- Anything with huge skilled labor gaps + declining demand
Those deals might work but they don’t fit my buy box.
- Highly cyclical industries
- Trendy businesses tied to consumer “vibes”
- Anything with huge skilled labor gaps + declining demand
Those deals might work but they don’t fit my buy box.
May 1, 2025 at 1:08 AM
What I avoid like the plague:
- Highly cyclical industries
- Trendy businesses tied to consumer “vibes”
- Anything with huge skilled labor gaps + declining demand
Those deals might work but they don’t fit my buy box.
- Highly cyclical industries
- Trendy businesses tied to consumer “vibes”
- Anything with huge skilled labor gaps + declining demand
Those deals might work but they don’t fit my buy box.
💻 Boring Tech & Tech-Enabled Services
Not VC-backed rocket ships.
Think:
• Niche software
• SEO/PPC agencies
• CRM consultants
They solve real problems, have sticky customers, and are easier to run than people think (if you understand the tools).
Not VC-backed rocket ships.
Think:
• Niche software
• SEO/PPC agencies
• CRM consultants
They solve real problems, have sticky customers, and are easier to run than people think (if you understand the tools).
May 1, 2025 at 1:08 AM
💻 Boring Tech & Tech-Enabled Services
Not VC-backed rocket ships.
Think:
• Niche software
• SEO/PPC agencies
• CRM consultants
They solve real problems, have sticky customers, and are easier to run than people think (if you understand the tools).
Not VC-backed rocket ships.
Think:
• Niche software
• SEO/PPC agencies
• CRM consultants
They solve real problems, have sticky customers, and are easier to run than people think (if you understand the tools).
🩺 Healthcare
Think:
• Home Health
• Hospice
• Assisted Living
• Medical Billing
• MedSpas
Demographics are in your favor.
Margins can be juicy.
And most operators don’t optimize systems.
(Ask me how I know.)
Think:
• Home Health
• Hospice
• Assisted Living
• Medical Billing
• MedSpas
Demographics are in your favor.
Margins can be juicy.
And most operators don’t optimize systems.
(Ask me how I know.)
May 1, 2025 at 1:08 AM
🩺 Healthcare
Think:
• Home Health
• Hospice
• Assisted Living
• Medical Billing
• MedSpas
Demographics are in your favor.
Margins can be juicy.
And most operators don’t optimize systems.
(Ask me how I know.)
Think:
• Home Health
• Hospice
• Assisted Living
• Medical Billing
• MedSpas
Demographics are in your favor.
Margins can be juicy.
And most operators don’t optimize systems.
(Ask me how I know.)
What I actually like right now:
🛠️ Home Services
• Fragmented markets
• Recurring needs
• Easy operational wins (tech, marketing, systems)
Think: HVAC, pest, roofing, plumbing, windows.
I’ve seen guys go from $0 to $1M+ cash flow just by tightening ops.
🛠️ Home Services
• Fragmented markets
• Recurring needs
• Easy operational wins (tech, marketing, systems)
Think: HVAC, pest, roofing, plumbing, windows.
I’ve seen guys go from $0 to $1M+ cash flow just by tightening ops.
May 1, 2025 at 1:08 AM
What I actually like right now:
🛠️ Home Services
• Fragmented markets
• Recurring needs
• Easy operational wins (tech, marketing, systems)
Think: HVAC, pest, roofing, plumbing, windows.
I’ve seen guys go from $0 to $1M+ cash flow just by tightening ops.
🛠️ Home Services
• Fragmented markets
• Recurring needs
• Easy operational wins (tech, marketing, systems)
Think: HVAC, pest, roofing, plumbing, windows.
I’ve seen guys go from $0 to $1M+ cash flow just by tightening ops.
Stability = Avoid distressed deals (unless turnarounds are your thing).
Too many people buy chaos hoping they’ll "fix it."
If you want cash flow, start with:
• Consistent revenue
• Profitable history
• Loyal customers
Boring is beautiful.
Too many people buy chaos hoping they’ll "fix it."
If you want cash flow, start with:
• Consistent revenue
• Profitable history
• Loyal customers
Boring is beautiful.
May 1, 2025 at 1:08 AM
Stability = Avoid distressed deals (unless turnarounds are your thing).
Too many people buy chaos hoping they’ll "fix it."
If you want cash flow, start with:
• Consistent revenue
• Profitable history
• Loyal customers
Boring is beautiful.
Too many people buy chaos hoping they’ll "fix it."
If you want cash flow, start with:
• Consistent revenue
• Profitable history
• Loyal customers
Boring is beautiful.