If you actually have the founder temperament, the former is much more stressful and taxing.
“In peaceful times, the warlike man attacks himself.” -Nietzsche
For the man of adventure born for the fray, the latter is the natural state of being.
Meanwhile most normal people find the latter exhausting or terrifying.
If you read this and don’t understand why it’s happening it’s an opportunity to reset your understanding of how the real world works.
The real world will need a ton of help actually getting agents going in the enterprise. Companies have legacy tech stacks they need to modernize, data in tons of fragmented tools, knowledge that isn’t captured or digitized, and change management needed to actually utilize agents effectively. And they have to do all this while still running their business day-to-day, unlike startups.
This is why there is so much opportunity for companies (software or services) to actually deploy agents in specific domains and workflows. This remains a big opportunity for both existing services providers but also tons of new startups as well. Every new technology wave produces a new era of consulting firms that can deliver on that technology.
It’s also why the FDE model is going to be alive and well for a long time because companies will want to have their vendor actually help drive the change management and implementation for their new workflows.
The people aren’t going away. Far from it.
People asked why I was so blown away by Claude Cowork, so I thought I’d puke some quick thoughts out
The true promise of Claude Cowork, and ultimately any sort of agentic, AI powered workflow tool is to realize the perfect embodiment of the organization as described by Peter Drucker, who famously said:
“Because the purpose of business is to create a customer, the business enterprise has two--and only two--basic functions: marketing and innovation. Marketing and innovation produce results; all the rest are costs”
Build the product and generate demand. That’s what drives value. Everything else is a cost
If you’ve never worked in a large organization, it’s hard to truly explain how many “costs” there truly are, and how many of those costs are just a coordination tax.
Take the launch of a new software product: The business needs to document how the product works, where it breaks and has errors. The support reps need to know how the support it. The onboarding and implementation team need to learn how to set it up. The Account Management team needs to learn how to upsell it and drive value through adoption. The sales team needs to learn how to sell it. The marketing team needs to position it in the marketplace and run campaigns about it. The partner network needs to learn it
The amount of coordination, repackaging, enablement, internal distribution etc is. Absolutely. Staggeringly. Enormous. Hundreds of people involved. Thousands at larger businesses.
Every one of these businesses have created convoluted templates and processes to document, enable, support, service, and sell
Now imagine taking all the market research, customer feedback, data, decisions, positioning, and yes, code, and cascading that automatically through the organization, repackaged using the templates that have already painstakingly been created and refined and honed through hundreds of launches, to the relevant team with the correct context and packaging, directly into the hands of actual internal or external end user
That’s the world that just got way, way, way closer to reality. In fact, the main reason it won’t happen any time soon are the people, many of whom will fight tooth and nail against this automation because they will fight like crazy to protect the status quo
This is why you are already seeing AI-native startups move so quickly. Because product launches are cascaded through the organization and out to the customer with way less friction than incumbents can ever dream of
Incumbents are going to have to whip their companies into the AI era. Their employees will not go willingly. But the future is here, and the startups are moving way, way faster
☘️ Almost St Patrick’s Day, so time again to share The Muppets’ peerless version of Danny Boy… The Swedish Chef, Beaker and Animal a.k.a. The Leprechaun Bothers… 🤓☘️
#stpatricksday#stpatricksday2026#themuppets
The top performers of the next decade don't look like the top performers of the last one.
Two profiles win. The extreme expert, one engineer doing the work of an entire team alone, with 10 to 100 agents running underneath them. Irreplaceable because of depth.
And the extreme generalist, a first-principles thinker who can cover almost any role in the company. The founder profile. The person who just gets things done.
The distribution is shifting fast
So many founders who haven't reignited growth say:
-- "We're doing the best we can"
-- "We're controlling what we can control"
-- "We just missed our lowered base plan"
Be honest. You are a dinosaur in Age of AI. It is you.
You have time. But the window is rapidly shrinking.
Stop with the excuses. Grab your top 10-20 folks, move them into a new building, don't let anyone talk to them.
Their only job is to build the #1 AI Agent in your space.
This may be your only, last, best, chance.
The UK is a great country with an extraordinary history. Our stagnation is real, but it's fixable and worth fixing.
Enjoyed giving this talk at @lfg_uk last week and so encouraged by the optimistic responses I've had from people who are building a brilliant future for Britain 🚀
Recently, I've noticed people making a big deal about how we haven't yet seen massive disruption to job markets and knowledge work from AI, and so they're starting to doubt that it will happen soon. And investors are wondering if they can just sort of ignore it for a while.