Not enough people are building consumer AI products
e.g. everyone is launching AI lawyers to help lawyers NOT AI lawyers for consumers so they don’t need a lawyer to begin with. Same with accountants
The only space crushing this so far is AI developers like Lovable & Replit
im increasingly convinced that the best way to bet on a particular sector is simply to own the top 1 or 2 dominant players. the laggards may feel cheap and u tell urself they have much more room to grow, but they r often at a massive disadvantage in terms of economy of scale and network effects. good companies stay good and bad companies stay bad.
Have you ever thought of a new idea and then suddenly, it’s everywhere? That’s no coincidence. It’s the computational universe revealing its feedback loop. Rupert Sheldrake called this phenomenon “morphic resonance”which he explains as a collective memory field shared by all living systems. The universe doesn’t just contain information. The universe is information.
Maintaining vibe coded apps is a job for GPT-7
not a human.
Tech debt inflates away with every better coding model.
The notion that you need to personally understand the code is hilariously short sighted, and clearly from someone who has never worked a large co with turnover.
Not enough people are building consumer AI products
e.g. everyone is launching AI lawyers to help lawyers NOT AI lawyers for consumers so they don’t need a lawyer to begin with. Same with accountants
The only space crushing this so far is AI developers like Lovable & Replit
the biggest opportunity in tech right now is robotics
VCs and retails all want exposure but most of the opportunity (as of now) is locked in private markets
this is possibly a multi-trillion dollar opportunity that's just starting to unfold. not just in humanoid robots but the scope is way bigger: industrial arms, healthcare, consumer robots. basically anywhere repetitive labor or precision is needed. robots can function 24/7, humans can't
funding rounds are also starting to heat up:
- figure AI just raised $1b at $39 post (was valued at $2.9b just last year)
- apptronik just raised $350M to scale apollo humanoid robots
- dyna robotics just closed a $120M series A
- etc.
tailwinds are obvious: labor shortages, aging populations, reshoring supply chains and will continue to be more obvious over time