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Articole: 15
  1. The full-stack delusion

    In 2017, VanMoof started shipping some of the most beautiful e-bikes ever designed.

  2. Everyone is debating whether AI will kill software companies.

  3. Startup stagnation

    Walk into a coffee shop in NYC, Berlin, or Tokyo, and you will likely see the same minimalist furniture, the same exposed brick, and the same sans-serif menu.

  4. AI has both concentrated conviction and driven disorientation in venture capital.

  5. The release of Sora 2, and in particular its new “cameo” feature, which enables the licensed regeneration of a person’s likeness, marks the beginning of a new economic era for culture: the age of immortal IP.

  6. Two weeks ago I wrote about the bottleneck cascade and how every breakthrough shifts scarcity somewhere else.

  7. The bottleneck cascade

    In April 2024, Mark Zuckerberg told Dwarkesh Patel that Meta’s biggest constraint in developing AI wasn’t GPUs.

  8. Ever since the launch of ChatGPT and the collective realization that LLMs are surprisingly good at coding, there have been murmurs about the “end of software.”

  9. What's after mimicry?

    I’m a sucker for a Steve Jobs keynote.

  10. Thinking like a manager

    Forget technical skills; in the age of AI, management skills are the new superpower.

  11. Choosing the right ladder

    I came across this tweet by Aaron Renn last week and found myself nodding along.

  12. Many startups these days are founded on the premise that, to use Sarah Tavel’s phrasing, they can “sell the work,” rather than software.

  13. I was speaking with a founder the other day about who they should target as their first marketing hire.

  14. No more painting by numbers

    Every product builder I know is spending a significant amount of their time these days thinking about how to build with generative AI.

  15. A few weeks ago, Chris Paik from Pace Capital set the startup world abuzz with a short post titled “The End of Software.”