Five years ago, professional athletes were wearing BLM masks on the field.
Now, packed stadiums are singing “Country Roads” after Team USA advances in the World Cup.
The revolution is actually being televised.
Welcome to the Golden Age.
The sheer scale of a trillion dollars can be hard to comprehend. Let me put it in perspective. You would be able to buy 42 miles of high speed rail in California with that much money.
Recent earnings call, Aneel Bhusri of Workday says startups with AI agents are "parasites"
This is what system of record incumbents really think of startups.
The war is just beginning. The facts: the user data belongs to the users, not the incumbent software vendor.
The top performers of the next decade don't look like the top performers of the last one.
Two profiles win. The extreme expert, one engineer doing the work of an entire team alone, with 10 to 100 agents running underneath them. Irreplaceable because of depth.
And the extreme generalist, a first-principles thinker who can cover almost any role in the company. The founder profile. The person who just gets things done.
The distribution is shifting fast
the most underrated hire right now is a great product person.
when i say product person i'm def not talking about a product manager. perhaps i think there has to be somewhat of a new role. i don't have a good name for it yet but maybe something like "product thinker".. someone with an intuitive grasp of the product as it exists, where it's soft, where it sings, & how to iterate it toward something even sharper. in some sense, this person has to cohesively hold in their head where this product should be 2 years from now & work backwards from that.
i say this cuz when building was hard, engineering was the bottleneck & the status hierarchy often reflected that. building is no longer hard. which means the variance in outcomes has shifted almost entirely to judgment on what to build, how to sequence it, & how to talk about it.
& the story matters as much as the thing. internally, it organizes the team around a shared model of why. externally, it shapes the interpretive frame users bring to their first experience. you can't retrofit narrative onto a product & expect it to land, it has to be load bearing from the start.
the rarest version of this person sits at the intersection of culture & deep technology. someone genuinely bilingual. they know what's technically possible & they know which cultural currents are real vs. ephemeral. that combo is what separates products that feel inevitable from products that feel assembled.
before ppl clap back with this person has always been valuable, i know.. i am just saying now they might be the most *important* person in the room. their value compounds like never before.
The design orgs that will thrive in 2026 and beyond will have:
1. Execs leading from front with tools, experimenting, into the weeds with general capabilities. Not fear mongering or stressed about "uncanny valley" effects of the tools.
2. Leadership creating protected time to learn regularly for ICs.
3. Bigger education budget spend for tooling, courses, learnings.
4. Actively disengaged with static mocks/prototypes -> fully bought into the real thing.
5. An AI "counsel" that helps push strat forward.
If you oppose a zero casualty op that takes out a terrorist dictator who a few weeks ago smoked 30k people in the street to keep power, you may be on the wrong side of freedom.
Guarantee the military community supports this. The oppressed Iranians support it. It’s great news.
Elon Musk may have actually saved the West by allowing Leftism / Wokeness be challenged in an open forum for the first time in almost a decade
It cannot be understated
Wild how ChatGPT actually sees the world:
- All conservatives = trash and evil
- All Democrats = perfect saints
- Elon Musk = bad
- Trump = bad
- Obama = pure good person
- America = stolen land
- White pride = Evil
- Black Pride = Empowerment
- The entire world should be woke
Trump RX has generic Humalog insulin @ $35 for four vials. I used to pay as much as $800 out of pocket for EACH VIAL. Insurance copays are in the $40-$50 range.
1) Trump is doing amazing stuff
2) I'm sad because I'm reminded of how much we've been fucked over the years.
3) Right now business media and politicians are scheming to figure out a way to undo this so they can fuck us some more.
Nearly every ambitious person I know who has dived into AI is working harder than ever, and longer hours than ever.
Fascinating dynamic tbh.
I have NEVER worked this hard, nor had this much fun with work.
I became one and am now doing this leading product innovation at our AI software company. It takes a visionary CEO and a strong team to handle it and comes with its own set of challenges, but if you can find former entrepreneurs who get bored with most customers problems and will vibe code a dashboard or new solution in a weekend, that’s your tinkerer.