notes from this week...
- Interviewed 5 founders/business owners. Three were struggling with AI transformation. The major areas = shared context and workflows. Nothing was sticking, which sounds like a skills and adoption problem, not a tooling one.
- The other two were trying to scale GTM: one with zero paid customers, the other with early pilots but no PMF or clear ICP. Growth dollars exist after understanding customers, positioning, and dialing in product.
- Four of the five felt behind on AI adoption. They want to go deeper but have no idea how to budget for it. “What token formula per employee should we use?”
- Friends who code for a living aren’t writing code by hand anymore. They review, and change what needs changing.
- All my builder friends are diverging on the word “focus.” Some are doubling down on the AI spray and pray game. Going wide, building literally anything and everything. Others are killing every sidequest to pour everything into one product / business... to be a missionary !!
"Gold is most excellent. From gold, treasure is made, and whoever has it does whatever he wants in the world, and even gets to send souls to Paradise."
Christopher Columbus - July 7, 1503
This paragraph by Richard Feynman hits so hard:
“Fall in love with some activity, and do it! Nobody ever figures out what life is all about, and it doesn’t matter. Explore the world. Nearly everything is really interesting if you go into it deeply enough. Work as hard and as much as you want to on the things you like to do the best. Don’t think about what you want to be, but what you want to do. Keep up some kind of a minimum with other things so that society doesn’t stop you from doing anything at all.”
The Simplified Chinese Internet ran on reward and punishment. LLM training feels uncomfortably familiar, @afrazhaowang reports.
https://t.co/6Z7V76akaL
Almost no one understands the radical time scarcity of early stage founders.
Here is the math on how spending a couple days on the wrong thing can trigger weeks of treading water to stay afloat:
https://t.co/hIdCeNybpB