I love this idea from Tobi Lutke:
“I take the view that I'm a corporate raider. That Shopify went bankrupt and I bought it on a fire sale and I'm marching in on day one, and that previous management was crazy and we need to turn this place around.”
I made this vid 11 years ago. Hard to describe the experience exactly. I started on it at my first week at Shopify. I was taken into a room and I thought I was getting fired cause they made a mistake and figured out I shouldn't be working at the company or something.
They proceeded to tell me that the company was going public, and barely anyone knew, and Tobi wanted me to make a film that fundamentally explained what the company was and present my vision to the executive team in the morning.
Thinking back on it, it's quite absurd how it all went down. The next morning I was in a room with a bunch of people, like serious financial and investor relations people, and I was standing in front of them talking about Aristotle's Plot Curve as they looked at me with blank faces. I don't think any of them had any idea what I was talking about or why I was even in the room at all.
For some reason, Tobi, after meeting me once, just took a leap of faith on me and told me to do this thing. It's just so fucking absurd to think about.
I got to observe these characters at an interesting time. And I've continued to watch them since.
Very surreal.
@OtherStuffPod @falcon_ide @_GABRIELOC Iol I agree But it’s also the reason we have formula movies and tv shows. Because they know they will sell. Asking to change corporate motivations.
The AI App Layer is a valuation trap, and most AI apps will go to zero.
Billionaire investor @GrahamCWeaver breaks down the four AI zones. Pick wrong and you’re cooked:
1. Infrastructure Layer (SAFE): Chips, data centers, energy - print money as long as the lights stay on.
2. Model Layer (RED): OpenAI, Google, Anthropic - you need billions and success is already priced in.
3. App Layer (DANGER ZONE): High churn, constant attack from LLM updates and customers building it themselves.
4. Use-Case Layer (GOLD): Buy boring operating businesses and use AI to crush the overhead. This has real cash flow + automation.
Stop trying to out-code the giants in the cloud.
Go where the algorithm can’t follow: proprietary data, deep customer relationships, and real-world results.
The ultimate moat isn’t a better prompt; it’s owning the actual customer in the physical world.
@thesamparr@ShaanVP
so you're telling me Claude Code Opus 4.6 can now...
- scan an entire website
- build it as a mobile app
- prepare for App Store submission
- self-maintain the app
without any human in the loop?!?
it's so over...
Call me delusional; but the days of visiting websites and viewing slide desks is over
The mediums are too slow.
Web pages killed the phone book and catalogs.
Ai has already removed the need for websites and slide shows.
You know I’m right.
It’s a short term problem the is solvable. We can go fast by going slow; at the start.
Don’t outsource validation of usability to AI. Brainstorm and communicate with your peers.
Creators remain creators through collaboration
Psychosis; creation in isolation with ai
Vibe coding is turning creators into consumers. Let me explain.
When coding was difficult you would create what you knew others would use over and over again.
We are now in the age of creating demos. Where the product is useless and therefore the creator is now a consumer.