How new technology becomes real business in messy markets.
Field notes from AI, care, health, China, and offline industries.
What makes a toy or a business.
I work in one of the most traditional, offline, human-heavy industries: care.
After thousands of trials, I’ve learned that the hard question is not:
“Can AI do this?”
The hard question is:
“Can AI create value inside a real workflow, with a real buyer, under real constraints?”
Most AI products are toys because they stop at the demo.
Real AI businesses survive:
- messy workflows
- low-trust environments
- non-technical users
- unclear buyers
- fragmented payments
- regulation
- human resistance
I write about AI deployment in care, health, and messy human systems.
If you are building, investing in, or thinking about AI, let’s discuss the question that matters:
Which AI is just a toy?
And which AI can actually make money?
A famous European geriatrician asked me today:
“How do I turn 30 years of research into a real business without exhausting myself?”
That question hit me harder than I expected.
He is already retired, but not really retired.
After decades of research, he started a company to commercialize one of his major outcomes.
But at the end of our meeting, he said something very honest:
“The company is basically just me as the only full-time person, plus a few part-time advisors. I fly around the world every year. I’m tired. And honestly, I’m not making much money.”
I laughed and told him:
“One-person company is a very fashionable model now. It is also my goal. But there is one condition: you must know how to use AI.”
Then I suddenly remembered my first startup 10 years ago.
We were trying to build a copilot for clinicians, helping doctors commercialize their patents and research outcomes.
But back then, everything was heavy.
An MVP took at least 6 months.
Initial funding started from around $50,000.
You needed product people, designers, engineers, sales, and a lot of patience before even knowing whether the idea worked.
Today, the game is completely different.
With AI, one expert can turn decades of knowledge into a working MVP in a week.
The startup cost can be close to zero.
The first version no longer requires a full team.
It requires clarity, domain expertise, and the ability to work with AI.
This is a massive shift for healthcare, elderly care, and every knowledge-heavy industry.
In the past, experts needed a team before they could build a product.
Now, experts can build the product first, then decide whether they really need a team.
The bottleneck is no longer building.
The bottleneck is whether the expert can think like a product person.
Most roads don't come with certainty.
You move forward.
You adjust.
You learn.
And one day you realize:
The road was shaping you more than leading you.