Ep 125: Lessons From London. Loops not Prompts. The Right Age For Founders. Sharts

Don, Aaron and Jack unpack a big week in venture, AI and building companies.

• Lessons from London: Aaron and Jack debrief the UK mission, from a three-and-a-half-hour pitch marathon and Addy's high-testosterone feedback to pent-up IPO demand and why capital is flowing into fewer, bigger deals.
• Loops, not prompts: the creator of Claude Code says he barely uses it anymore because he runs loops instead, and Don explains how always-on agents (including mission bot Mishi) are changing how the team works.
• SwarmFarm in the AFR: portfolio company SwarmFarm Robotics features in a piece on the 24/7 autonomous farm, a hardware-plus-SaaS-plus-marketplace case study of the Tribe thesis.
• Single points of failure: a fashion brand that spent $13M growing on Facebook gets blocked over copyright, and why founders can't build a go-to-market on one channel.
• The right age to start a company: Antler's study of 3,512 unicorn founders shows the average age rose from 30 to 33, but AI founders have dropped from 40 to 29 as the experience premium disappears.
• Themes of the week: get on planes to bigger markets, and Aussies underestimate how good they actually are.
• Charts: the Bitcoin rainbow breaks down, Uber ate taxis but Airbnb only nibbled hotels, streaming lifted music revenue, semiconductors go parabolic, and AI-generated books now outnumber human-written releases.

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