Increasingly, I believe companies may need to be rebuilt from the ground up, where you have a single timeline of all observability + product metrics + file changes laid out in a retrievable system, like Datadog + Posthog + Google Drive + Slack (really unified filesystem of Claude Code chats + Codex chats). This might be the new data foundation for any and all companies to maximize AI. Needs to be rebuilt because keeping track of diffs on existing system basically impossible to produce longitudinal information on decisions and rollbacks, something coding agent storage companies are actively trying to figure out, but this should extend to businesses as a whole.
Highly skeptical existing businesses will adopt this though because it means overhauling everything about their instrumentation and business data, but I think businesses built on this foundation probably can execute 100x better and faster
Exclusive: Google DeepMind will train its AI technology on EVE Online after Google took a multi-million-dollar stake in the sci-fi MMORPG's developer.
EVE Online is famous for players' corporate espionage, economic maneuvering and politicking. https://t.co/5P6nWZqIjL
Only one chance in this lifetime…
Like watching sunset at the beach from the most foreign seat in the cosmos, I couldn’t resist a cell phone video of Earthset. You can hear the shutter on the Nikon as @Astro_Christina is hammering away on 3-shot brackets and capturing those exceptional Earthset photos through the 400mm lens. @AstroVicGlover was in window 3 watching with @Astro_Jeremy next to him.
I could barely see the Moon through the docking hatch window but the iPhone was the perfect size to catch the view…this is uncropped, uncut with 8x zoom which is quite comparable to the view of the human eye. Enjoy.
Running a company:
2020: can you survive a pandemic?
2021: still here? we’re going to give all of your competitors $100m series A rounds.
2022: wow, you made it? okay, all engineers cost $600,000/year now.
2023: nice job! okay, SVB failed and we’re going to take away your bank account.
2024: a survivor I see. but can you pivot from ai to crypto to defense tech back to ai-enabled defense tech in a 12 month period to stay relevant?
2025: unfortunately all of your competitors have raised $2b series B rounds. oh and only 500 engineers are relevant and they cost $100m/yr each.
2026: well, well, well. you’re still in business? let’s deploy the thunderclap of godlike LLMs from the heavens so all of your customers can rebuild your app in 2 hours. can you survive?
I've written about this before, but it's remarkable how much older music is strangling new music.
And the same is true in books, movies, video games. Older media is taking up a bigger and bigger share of the market every year.
If we’re gonna make it a blanket policy for the troops to be able to exercise their 2nd Amendment rights on base, we should also make it a blanket policy that they get to exercise their 1st Amendment rights. I look forward to service members publicly sharing their candid views.
I’m convinced 90% of the founders job is to just do 3 things:
- be delusional in your optimism
- push everyone to move faster
- make it crystal clear what to work on
There are lots of markets where incumbents will have time to catch up to AI vs. getting disrupted overnight. But equally, there are plenty of opportunities right now where if you don’t have any baggage of legacy processes and workflows, you could start a new service provider and have a huge productivity advantage today and make a serious dent in the market.
This probably wasn’t the case 12 or 18 months ago, but we’ve now crossed a threshold in what agents are now capable of, or will be soon enough. The advantage an upstart has is that most legacy workflows are going to be (temporarily) held back by a lack of process documentation, data that’s fragmented between systems, change management challenges that will take time to play put and more.
The play right now is to either build new companies in the spaces where agents can offer a meaningful multiple in productivity gain to offer better, faster, cheaper services to customers. You do this by starting from the ground up with the best practices to make agents effective in the workflow instead of imagining you can just drop agents easily into an existing process. You could probably do this in engineering, legal, marketing, consulting, and a few other categories.
The other play is to be the individual or team in an existing company that can transform the workflows to make this happen. This opportunity exists in basically all companies today. Either way, plenty of paths forward for entrepreneurial and resourceful talent.