Going Direct Conversations

Jordan Wolfe

Going Direct explores the decentralization of the real economy and how new technologies can bring us closer to the products we buy and the people who make them. goingdirect.substack.com

  1. Jul 7

    #70 Avalo: Using AI To Build A New Deal For American Farmers

    I sit down with Mariano Alvarez and Brendan Collins, co-founders of Avalo, to talk about how they are using their plant breeding technology to rebuild the US cotton supply chain from the seed up. We get into how they’re able to sell seeds to farmers at half the market price, why they contract with them to buy the cotton back before a single seed goes into the ground, and the long-term goal of bringing smaller farms back to America. Enjoy. Recording date: June 11, 2026 Chapters 00:00 Introduction 05:09 What Plant Breeding Actually Is 06:50 Current Cotton Supply Chain 10:31 Avalo’s Rapid Evolution Process 13:41 Texas Cotton Farm Pilot 18:07 How Avalo Is Using AI 23:06 Model & Open Source Used To Build Avalo 24:27 Avalo's Founding Story 28:29 Creating A New Cotton Supply Chain 31:23 Agricultural Industry Challenges 38:06 Why Start With Cotton 41:38 Avalo’s Initial Results 43:21 America's Biggest Little Cotton Patch 46:49 Farmers’ Economics With Avalo 50:46 Going Direct WIth Clothing Brands 58:00 How To Make Avalo's Vision Become Reality 01:01:25 Rapid Fire Follow Jordan on X * https://x.com/jrwolfe Connect with Avalo * Website: https://www.avalo.ai/ * Mariano Alvarez: m.alvarez@avalo.ai * Brendan Collins: b.collins@avalo.ai Remember to go direct! Jordan P.S. Be an owner P.P.S Build with love This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit goingdirect.substack.com

    #70 Avalo: Using AI To Build A New Deal For American Farmers
  2. Jun 30

    #69 Kat Scott: First They Laugh, Then They Fight, Then You Win, Open-Source Robotics

    I sat down with Kat Scott, Developer Relations Engineer at Intrinsic AI (a Google company), who’s spent her entire 20+ year career in robotics. Kat is the developer advocate for the Robot Operating System (ROS), the open-source, “Linux for robots” that’s quietly been downloaded nearly a billion times. We get into why she believes open source has already won in robotics, the game theory behind why that happened, and why we can’t bring production back home until we bring back the boring stuff at the base of the pyramid. Enjoy. Recording date: June 10, 2026 Chapters 00:00 Introduction 03:18 Rats And Plants 07:30 ROS: The Robotics Operating System 14:32 Intrinsic’s Role In Robotics 16:17 Running The ROS Developer Community 18:13 Open vs Closed-Source In Robotics 21:13 Breakdown Of Robotics Stack 24:39 Open Source And Incentive Structures 28:13 State Of The Robotics Industry In 2026 32:26 Reindustrialization In The U.S. 44:00 Distribution And System Integrators 49:06 Robotics-As-A-Service 54:07 Building Useful Robots 59:11 Rapid Fire 01:02:17 Open Source Calls Checkmate Connect with Kat Scott: * ROS: https://www.ros.org/ * LinkedIn: https://www.linkedin.com/in/katherineascott/ * GitHub: https://github.com/kscottz * X: https://x.com/kscottz?lang=es Remember to go direct! Jordan P.S. Build with love P.P.S Be an owner Thanks for reading Going Direct! This post is public so feel free to share it. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit goingdirect.substack.com

    #69 Kat Scott: First They Laugh, Then They Fight, Then You Win, Open-Source Robotics
  3. Jun 24

    #68 Fabien Cros: Decentralized AI Is Winning Inside the Enterprise

    I sit down with Fabien Cros, who runs the AI practice at Ducker Carlisle, to talk about how he is seeing decentralized AI models inside organizations work much better than a top-down, centralized approach. He has found the key is giving employees a platform to build their own agents, letting the best use cases bubble up, and using a central engineering team for creating resiliency and managing risk. We get into why companies keep confusing researchers with engineers, why cheap deterministic code often beats an expensive frontier-model call, and why 200 people experimenting daily will always out-build 5 experts. Enjoy. Recording date: June 9, 2026 Chapters 00:00 Introduction 04:44 Who Is Ducker Carlisle? 06:13 What Is Decentralized AI? 09:58 Example Of Centralized vs Decentralized AI 14:46 How The Model Works Across Multiple Clients 17:18 The AI Talent Gap 24:07 Infuse With AI or Start From Scratch? 28:30 How Ducker Carlisle Works With Clients 32:31 Hiring Interns to Build AI Systems Doesn’t Work 38:58 Training Employees To Build With AI 43:50 Fabien's Background 45:54 Future Of Consulting 49:31 Choosing The Best LLMs 54:19 US vs European Market 57:57 Decentralization Is Up To Us 01:01:31 How Do You Incentivize Internal Builders? 01:03:21 Rapid Fire Connect with Jordan: * Follow Jordan on X: https://x.com/jrwolfe Connect with Fabien Cros: * Ducker Carlisle: https://www.duckercarlisle.com/ * LinkedIn: https://www.linkedin.com/in/fabien-cros/ Remember to go direct! Jordan P.S. Build with love P.P.S Be an owner This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit goingdirect.substack.com

    #68 Fabien Cros: Decentralized AI Is Winning Inside the Enterprise
  4. Jun 9

    #66 Tom Chi: The Capitalist Case for Cleaning Up Industry

    I sit down with Tom Chi, founder and general partner of At One Ventures, a venture capital firm that invests in early-stage, deep tech companies focused on cleaning up industry. Tom is an engineer by training and was a founding member of Google X team, where he helped lead early work on self-driving cars and augmented reality. In this episode, we dig into why centralized production is so fragile, why climate solutions only scale when they deliver superior economics, how AI and robotics may decentralize production, and why the future depends on reconnecting wealth creation with real value creation. Enjoy. Recording date: May 27, 2026 Chapters 00:00 Introduction 01:55 Concept Of Distributed Sophistication 07:02 Fragility Of Centralized Production Systems 13:19 Venture Capital’s Role In Deep Tech 18:37 Deep Tech Unit Economics 25:06 Deep Tech Investment Timelines 31:03 Outdated Production Systems 34:36 Investors Piling Into Industrial Tech 41:38 Creating More Independent Business Ownership 48:57 AI And Warfare 52:55 Wealth Creation vs. Value Creation 56:14 Story Behind AtOne Ventures 01:00:31 Vertical Integration 01:03:25 Middlemen’s Role In The Real Economy 01:08:51 Tom’s Book: Climate Capital 01:09:49 Rapid Fire Follow Jordan on X: * https://x.com/jrwolfe Connect with Tom Chi: * At One Ventures: https://www.atoneventures.com/ * LinkedIn: https://www.linkedin.com/in/thegoodtomchi/ * Book - Climate Capital: https://www.atoneventures.com/insights/our-climate-playbook-is-broken--and-entrepreneurs-are-the-only-ones-who-can-fix-it * Buy The Book Here: https://www.amazon.com/Climate-Capital-Investing-Regenerative-Future/dp/1394351240 Remember to go direct! Jordan P.S. Build with love This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit goingdirect.substack.com

    #66 Tom Chi: The Capitalist Case for Cleaning Up Industry
  5. May 26

    #65 Jay Acunzo: Storytelling & Becoming Irreplaceable in the Age of AI

    I sat down with Jay Acunzo, author, speaker, and storytelling consultant, to discuss how to matter more and make people care in a world drowning in mediocre content. Jay shares his core philosophy of, “resonance over reach,” storytelling in the age of AI, how to escape the commodity trap, and how to become irreplaceable by developing a real point of view. This was one of my favorite episodes to date. There is a ton of invaluable information here. Enjoy. Recording date: May 7, 2026 Chapters 0:00 Introduction 03:46 Jay’s Background 08:03 The Broken Script Of Tech And Business 11:20 Understanding Storytelling 17:11 4-Step Framework To Make People Care 20:36 Why Humans Are Drawn To Stories 24:01 Balancing Data And Humanity 28:05 Impact Of AI On Content Creation: Resonance Over Reach 41:30 Why LinkedIn is Underrated (Despite Being Hated) 45:08 "Sprezzatura": Making The Difficult Look Effortless 48:16 Outside-In VS. Inside-Out Communication 51:26 Becoming Irreplaceable: The Emotional Connection 58:00 Escaping The Extractive Attention Economy 01:02:07 Rapid Fire Follow Jordan on X * https://x.com/jrwolfe Connect with Jay Acunzo * Website: https://jayacunzo.com/ * LinkedIn: https://www.linkedin.com/in/jayacunzo/ * Instagram: https://www.instagram.com/jacunzo/ * Podcast Why They Resonate: https://open.spotify.com/show/2xMty2O4GBcG8F7ySudeXl Remember to go direct! Jordan P.S. Build with love This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit goingdirect.substack.com

    #65 Jay Acunzo: Storytelling & Becoming Irreplaceable in the Age of AI
  6. May 19

    #64 Simon Owens: Business Of Content, $100 Billion Middlemen, & Future of Media

    I sit down with Simon Owens, an independent media industry journalist and specialist on the business of content. Simon breaks down the “Ozempic Effect” in AI-Generated content, why the “creator economy” is just the economy, middlemen in online advertising, and the future of monetizing content. If you want to understand how to build a media business today, you will enjoy this episode. Enjoy. Recording date: May 6th 2026 Chapters 00:00 Introduction 03:43 The Business Of Content 08:38 Misunderstanding The Creator Economy 10:54 Depth Over Scale 13:54 Changing Economics Of Media 16:51 The Ozempic Effect With AI-Generated Content 21:13 Scarcity In An AI-Driven World 24:16 Simon's System for Writing 5 Days a Week 27:56 Middleman Economy in Advertising 37:28 Challenges With Gatekeepers In The Ad Model 46:33 Creators As Infrastructure 50:44 Legacy Media 52:57 Rapid Fire Follow Jordan on X: * https://x.com/jrwolfe Connect with Simon Owens: * Newsletter: https://simonowens.substack.com/ * Website: https://www.simonowens.net/ * LinkedIn: https://www.linkedin.com/in/simon-owens-77030514/ * The Business of Content Podcast: https://podcasts.apple.com/us/podcast/the-business-of-content-with-simon-owens/id1339451218 * YouTube Channel: https://www.youtube.com/user/nomissnewo Remember to go direct! Jordan P.S. Build with love This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit goingdirect.substack.com

    #64 Simon Owens: Business Of Content, $100 Billion Middlemen, & Future of Media
  7. May 12

    #63 Duncan Young: Jobs Are Dead. Long Live The $10 Million Niche.

    I sit down with Duncan Young to discuss an essay he recently published on Substack that went a bit viral: “Jobs are dead, long live the $10 million niche.” Duncan explains why AI is coming for repetitive tasks rather than the work itself, why mid-career professionals are facing an existential crisis, and why building your own ladder is now a far better bet than climbing a corporate one. Enjoy. Recording date: May 4, 2026 Chapters 00:00 Introduction 03:38 Duncan's Background 07:42 Writing With AI 11:18 First Job Compression: Industrialization 14:05 Second Job Compression: Great Offshoring 22:57 AI Came For the Margin, Not The Work 25:47 Building A Ladder vs Climbing One 32:17 Math Behind The $10 Million Niche 40:29 Building Relationships Over Margins 42:10 Leveraging AI To Build Direct Distribution 44:06 Two Doors: Build Your Own vs Build Inside 49:34 Shift From Hierarchies To Platforms 56:20 Decentralized Business Ownership 01:00:16 Four Levers Of Internal Entrepreneurship 01:05:13 Rapid Fire Follow Jordan on X: * https://x.com/jrwolfe Connect with Duncan: * LinkedIn: https://www.linkedin.com/in/duncanmayoung/ * Substack: https://substack.com/@saorsapartners * Jobs Are Dead. Long Live the $10 Million Niche Article: * Human Scale Article: Remember to go direct! Jordan P.S. Build with love This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit goingdirect.substack.com

    #63 Duncan Young: Jobs Are Dead. Long Live The $10 Million Niche.

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Going Direct explores the decentralization of the real economy and how new technologies can bring us closer to the products we buy and the people who make them. goingdirect.substack.com

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