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
Former Scale AI founder and newly appointed @Meta Chief AI Officer @alexandr_wang dropped a bombshell during his YC conversation with @garrytan, and you could almost hear the tech leadership world go quiet.
He said Meta has already seen this internally:
Build the right agentic loop, give it an evaluation system and metrics that let it optimize itself, and a group of AI agents can complete more work than a team of 100 senior engineers.
And they do it “very easily.”
But the most interesting part wasn’t the 100-engineer comparison.
It was how simple the system underneath it actually is.
You’d expect some insanely complex, almost alien architecture powering a swarm like this.
Instead, Wang described it with a few almost comically basic words:
“Markdown files, cron jobs, goal, metrics, data.”
Once you strip away the hype, the implications for traditional software engineering become pretty clear:
1️⃣ It’s not that the models are magically smarter. The eval loop is doing the heavy lifting.
Traditional approach: humans write prompts, run the code, inspect the output, and hope nothing broke.
Meta’s approach: turn the business goal into something a machine can score automatically.
The agent submits its work. The system runs tests, calculates metrics, finds what’s wrong, and sends it back for another pass. Repeat until it passes.
Nobody has to babysit every step. The metric becomes the supervisor.
2️⃣ The real alpha is burning 1,000x more tokens inside the feedback loop.
A lot of people are still optimizing for the cost of a single AI call.
The frontier labs are playing a different game: spend 1,000x or even 1,000,000x more tokens in the background so agents can constantly review, rerun, challenge, and verify each other’s work until they reach a reliable business outcome.
Token cost is fixed. The payoff is a pipeline that keeps running.
3️⃣ Memory doesn’t need some fancy database.
Persistent memory can live in Markdown files.
Scheduling can be handled by the server’s built-in cron jobs, running overnight.
The simpler the scaffolding, the more robust the system can be. Less infrastructure also means fewer ways for context to fall apart.
This is a pretty brutal change in how technical organizations work.
The ceiling for a tech lead used to be partly about how many people they could manage, how many meetings they could sit through, and how many teams they could coordinate.
The leverage for the next generation of technical leaders may look very different:
Can you turn a messy business objective into a rigorous set of metrics that an AI can evaluate automatically?
If 100 people’s output can be replaced by a few cron jobs, Markdown files, and a well-designed eval loop, the era of “just take the ticket and write the code” is coming to an end.
The people who can design the evals and orchestrate the swarm aren’t just holding a new tool.
They’re effectively running a virtual company.
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