x.com/i/article/2027…

I’m not saying that he’s wrong or that kids shouldn’t dive into building things or anything like that because absolutely - go build something. Find a problem and solve it. But man if this isn’t selection bias I’m not sure what is.

The customer now has a seat in the competitive analysis - status quo no longer means standing still.

This is wildly true. Very few moats left in the software world today but context will remain. I’d also say that trust is not a moat. It is a threshold requirement that gates access to high-value workflows. Companies that lack trust infrastructure get blocked from enterprise

This is also just a great story of a founder coming back in and leading his company. Founder led companies FTW

Larry Ellison - college dropout. Didn’t start Oracle until a decade ago later Jensen Huang - director at LSI logic. Nvidia not started for another 5 years. Amancio Ortega - working at a shirt shop in Spain as an assistant. Warren Buffett - investment salesman at his father’s

Exposed by a Google Sheet accidentally set to “anyone with the link.” Absolutely insane.

Construction AI piece worth reading. In industries where "ground truth" is what's physically installed, not what's written down any sort of error matters more. The companies building audit trails and source verification into the workflow are playing a different game than the

Sane

Energy costs must go down as well

Doing this as well at the early stages. 3-5 year hold periods on investments and a deliberate 8 year horizon as opposed to 10. Not the standard playbook, but also not the standard VC.

All of this depends severely on the type of company you choose to work for. Are they excited about taking ideas from the bottom level? If not it won’t matter. Choose your company carefully. Choose a leader even more so.

The assumption that the American people were not listened to or tracked prior to AI is an insane take honestly.

Agreed here - no model is correct. Will also expect to see the opposite occur. Overhyping specific investments and getting crushed as consolidation happens.

I’ve seen this same comment 100 different ways over the last 6 months. Keep in mind: there are plenty of amazing products being built that aren’t posted on this site.

Did he drop out of Stanford? If not I’m out.