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Vercel’s Guillermo Rauch says agent-led growth replaces product-led growth: let agents adopt your product first, take meetings only if you have to, and treat months of meetings as the signal that this was never your customer. Eric runs it against the Higgsfield playbook, zero to $400M ARR in fourteen months on daily X launches and thousands of creators posting every day. It closes on Leopold’s LP letter, Charlie Munger’s three ways to go broke, and what four turns of leverage does to a 20% drawdown.
Key takeaways
◾If an agent cannot discover, read, and use your product, you are invisible to the next buyer
◾Distribution at Higgsfield’s pace is a daily habit, not a campaign
◾Leverage turns a recoverable drawdown into an unrecoverable one
Chapters
00:00 From PLG to ALG
02:48 AI Distribution Machines
10:35 Leverage, Risk, and Scale
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