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Andrew Yang, entrepreneur and former 2020 presidential candidate, is championing a new startup thesis: build businesses that return profit to customers to offset AI‑driven wage pressure and rising living costs. His own venture, Noble Mobile, exemplifies this model by offering cheap cellular service and sharing surplus revenue with users. Yang Launches Noble Mobile to Return Profits to Users Inspired by Mark Cuban's Cost Plus Drugs, Yang compiled a list of high‑expense categories—housing, education, food, fuel, transportation, media, and wireless—and targeted the last one. In September 2025 he launched Noble Mobile, a mobile‑virtual network operator that charges a fraction of traditional carrier rates and refunds customers who use less data. Revenue Growth and Customer Savings Metrics Customer base: "thousands and thousands" of subscribers since launch. Revenue: "millions in revenue" with unit profitability per customer. Average monthly savings per user: $50. Projected 40‑year compound benefit: $24,000 per subscriber. Why Profit‑Sharing Models Could Reshape Consumer Markets Yang warns that AI will "suck up a lot of the value and the jobs," pushing Americans to demand cheaper basics. When policy lags, market‑driven solutions like Noble Mobile can preserve consumer buying power, ensuring demand for broader products and services. The model also challenges the extractive profit structures of legacy carriers. Future Outlook: Scaling Profit‑Return Startups in an AI‑Dominated Economy Investors remain cautious, often asking founders to add an AI component to secure funding. Yet Yang believes the tide is shifting as even capital‑heavy AI firms need a healthy consumer base. If profit‑return models prove scalable, they could spawn a new category of socially‑oriented, thin‑margin enterprises that attract both impact‑focused capital and mainstream users.

Gil’s 12‑Month Exit Window TheoryDuring the No Priors episode released on 2026‑04‑19, co‑host Sarah Guo and investor Elad Gil argued that most businesses enjoy a brief, roughly 12‑month period at peak valuation before a sharp decline. Gil cited historic exits such as Lotus, AOL, and Mark Cuban’s Broadcast.com as examples of companies that timed their sales at the top. Quantifying the Peak‑Value PeriodWhile Gil did not provide a precise statistical model, the anecdotal evidence points to a one‑year window where:Revenue growth remains strong but market hype begins to plateau.Strategic acquirers start to scrutinize long‑term defensibility.Valuation multiples begin to compress after the peak. Why Timing Matters in the Current AI Deal SurgeThe AI startup ecosystem is currently inflated because foundational models have not yet been fully embedded in many verticals. Founders like Alex Bouaziz of Deel joke about the fleeting nature of this boom, underscoring the risk of waiting too long. Gil’s advice—to pre‑schedule board meetings focused on exit strategy—removes emotion from decision‑making and forces a data‑driven assessment of the “most valuable” six‑month horizon. Practical Steps for FoundersSet a recurring board exit review twice a year.Track key metrics (ARR, churn, market share) against industry benchmarks.Model scenarios for acquisition offers at current versus projected valuations.Engage advisors early to gauge external interest. Looking Ahead: The Next Wave of AI ExitsIf the current wave of AI funding continues to thin, we can expect a clustering of exits within the next 12‑month horizon as investors seek liquidity. Companies that institutionalize exit discussions are positioned to capture higher multiples, while those that delay may face a “valuation crash” similar to past tech cycles.