AI is playing out like a STAR FORMATION.
Before a star exists, there is only a gas cloud. Gravity pulls mass together slowly – molecules, gases, energy accumulating over time. Nothing happens until the cloud crosses a critical threshold. At that point, gravity overwhelms internal pressure and collapse becomes inevitable.
For AI, that mass is algorithms, interfaces, networks, and compute power – decades of it building quietly.
After the threshold is crossed, an external shockwave triggers ignition. A nearby supernova. Colliding clouds. Something from outside that pushes a stable system past the point of no return.
For AI, that trigger may have been the moment models began writing and improving their own code. Self-directed. Self-replicating. It may still be coming.
Then ignition happens. Atoms fuse. The star sustains itself – it no longer needs the cloud. It generates its own energy.
Those at the center of it are feeling the heat. They're in the fusion.
When a star forms, it becomes a foundation for everything around it. Planets form. Systems organize. Something new becomes possible that wasn't before.
For AI, that foundation is AUTOMATED COGNITIVE LABOR. Thinking, reasoning, calculating – available on demand, at near-zero cost, running continuously without a human attached to it.
We've never had this before.
I, for one, am excited to see what we will build.
@buridansridge "Beautiful people spend time discovering what their idea of beauty on this earth is. They know themselves well enough to know what they love, and they love themselves enough to fill up with a little of their particular kind of beauty each day.”
- Glennon Doyle in Love Warrior
Hubble pointed at empty sky for 100 hours and found 3,000 galaxies.
Most people scan, see nothing, and move on. The ones who stay focused on what everyone else dismissed find worlds that were always there.
New issue of Applied Physics:
https://t.co/fUFA7D2qbo
Build systems. Systems on top of systems. Take opportunities that build systems on systems already built. Build systems upon systems, brick by brick. Then stand on top of it.
A calling card is built on emotional resonance. This is the specific lived truth broadcast that's already sitting in the audience.
Hit that one frequency long enough and the amplitude crosses a threshold. It can't be unheard.
New Applied Physics ↓
In hard tech, success requires building the margins. With AI, rapid prototyping, manufacturing, operations, and all the things needed to build the margins become easier.
What's old is new again - energy startup categories that were left for ~dead after previous cycles, now reborn with abundant capital in the AI-power era:
-Utility software
-VPPs
-Basically every form of generation except wind (solar PV, Nuclear OEMs, gas turbines/engines, geothermal developers)
-Neo-retailers
90% lower cost per cycle than lithium-ion. I'd say it, watch smart finance people nod, and never hear back. That silence has its own weight. The product was never the problem. I was pitching a number that lived in my head instead of the right metric inside of theirs.
Ten years in hard tech and I've never once seen a talented engineer take a job for the role. They take it for the ceiling. I left two jobs the moment I could see the top of mine. Now I paint the ceiling first: the plan, where they sit in it, how far up it goes.
Hard tech founders spend years chasing investors who want breakeven in three. The machine doesn't need investors. It produces a commodity, and commodities get sold on contract. A contract makes the machine collateral. Banks lend against collateral, and a loan doesn't take board seats. Don't sell the machine. Sell what the machine generates.
As an engineer turned founder, I've noticed I spend much of my time building systems. Simulation system. Messaging system. Market analysis system.
And these systems end up being a launchpad for the company.
Crossing the Chasm takes a focused army. Now with AI, the Valley of Death becomes far more manageable.
In the hard tech space, expect to see many more breakthroughs!