CEOs aren't just cutting costs — they're handing headcount to AI. The honest answer to "when do I get to retire?" turns out to be: reduce headcount, and let AI carry the load.
Full conversation: https://t.co/36WwuYVf1q
Frontier AI models are becoming interchangeable gears in a larger machine — the practical move is choosing the right model-plus-harness fit per job, not loyalty to one model, since new frontier leaders keep displacing the last favorite.
Full conversation: https://t.co/xDclDLEAVw
Where does value survive when AI models get commoditized?
Specialist data, regulated context, or proprietary process — otherwise you become an invisible extension of someone else's prompt.
Full conversation: https://t.co/GHL8nrDZct
“Unreal Engine creates bigger unlocks when working with models, which then increases the value of Unreal Engine as more people are able to make more extraordinary stuff with a whole lot less labor.”
Full conversation: https://t.co/GHL8nrDZct
“The differential for me comes from specialist knowledge or regulatory environment — where it's not as easy to just do a straight substitution.”
Full conversation: https://t.co/GHL8nrDZct
AI subscription pricing will pass through three phases before it settles: generous today, expensive and metered next, then cheap once infrastructure matures — the same arc that took phone plans from per-minute billing to unlimited data.
Full conversation: https://t.co/TTI3EN4M5n
"That creates predictability for the customer, and the customer is willing to pay a premium for that predictability."
Full conversation: https://t.co/TTI3EN4M5n
"The iPhone comes along and the thing that becomes much more important is data — and we stop getting subsidization. Phones become much more expensive."
Full conversation: https://t.co/TTI3EN4M5n
I sometimes work on ideas by making songs about them with Suno. I thought this one was a lot of fun while also a cautionary tale for an eager software founder.
https://t.co/P2xG2n5QFh
A subscription vendor exchanges cash now for cash later. When the price of time rises, those future receipts are worth less today—and carrying the wait costs more.
Full essay: https://t.co/XOAi0QvJfK
Don't build your plan around the return of a decade-long near-zero-rate regime. Study how software was sold before it, then build business models for the macroeconomic environment we actually have.
Full essay: https://t.co/XOAi0QvJfK
SaaS is not the natural state of software. It is a recent model shaped by a specific macroeconomic environment—and interest rates help explain both its rise and where it goes next.
Full essay: https://t.co/XOAi0QvJfK
The real shift in AI isn't about better prompting, it is about building the infrastructure that gives agents hands to interact with your software.
https://t.co/R7BZbeqxhq
One incumbent becomes two economically opposed businesses: a cash-generating legacy business and a faster, smaller growth product.
Full conversation: https://t.co/SVmYKosZ1v
“when do you go all in, say okay, let's just ditch the old one and let's focus on this”
Full conversation: https://t.co/yq6fXpf0Xd
#AI#Software#ProductStrategy
A startup needs two engines: building creates the offer; selling puts it into customers' hands and brings back the learning that improves what gets built.
Full essay: https://t.co/dUJZG7jeaY