Tag: ai
59 notes
- 🌰 AI Is a Tailwind Not a Moat in Services Roll-Ups
- 🌰 AI Application Layer Squeeze - Pressure From Both Sides
- 🌰 CPU Bottleneck - The Hidden Constraint on AI Scaling
- 🌰 Phantom GDP - Deflationary Value That Official Statistics Miss
- 🌰 Criteria-Based Grading for Subjective Agent Output
- 🌰 Edge vs Server Model Architecture - Why One DNA Cannot Serve Both
- 🌰 GAN-Inspired Agent Architecture - Generator Evaluator Loops
- 🌰 Harness Simplification as Models Improve
- 🌰 KV Cache Compression - The Primary Bottleneck in Long-Context Inference
- 🌰 Per-Layer Embeddings - Trading Flash for DRAM on Edge Models
- 🌰 PM-Engineer Mind-Meld - 80 Percent Overlap Replaces the Handoff Model
- 🌰 Principles Plus Metrics as PM Replacement - Independent Decision-Making Without Bottlenecks
- 🌰 Sprint Contracts - Negotiated Agent Agreements
- 🌰 The 90 to 100 Percent Automation Gap
- 🌰 Demand Elasticity Determines Whether Automation Creates or Destroys Jobs
- 🌰 Job Dimensionality - Why Low-Task Jobs Face the Highest Automation Risk
- 🌰 Mimetic Desire Undermines AI-Generated Value - The Exclusivity Premium
- 🌰 O-Ring Production and AI Automation - Why Partial Automation Can Raise Wages
- 🌰 Structural Change Theory Predicts AI Grows the Human-Intensive Economy
- 🌰 The Relational Sector - Why Human Involvement Becomes the Product
- 🌰 Agent-Native Architecture - Five Principles for Building After Code Ends
- 🌰 AI Memory Crowding - HBM Eats Consumer Device Budgets
- 🌰 EUV Lithography as the Binding Constraint on AI Scaling
- 🌰 Workflow Grit as Vertical AI Moat - The Messier the Market the Deeper the Defensibility
- 🌰 CUDA Programmability Moat - Why Flexibility Beats Optimization
- 🌰 RL Scaling Follows Pre-Training - The Generalization Inflection Ahead
- 🌰 The Two-System Brain - Why LLMs Are Data-Hungry and Biological Learners Are Not
- 🌰 Two Exponentials - AI Capability vs Economic Diffusion
- 🌰 Absorb Automate Unbundle - Three Phases of Technology Deployment
- 🌰 Abundant vs Scarce After AI - The Bifurcation of Post-Scarcity
- 🌰 AI as Seniority-Biased Technological Change
- 🌰 AI Is an Industrial Bubble, Not a Financial One
- 🌰 AI Productivity - The Micro-Macro Disconnect
- 🌱 AI Stack Value Accrual - Chip, Infra, Intelligence, App
- 🌰 Auto Research - Agents as Overnight Experimentation Engines
- 🌰 Circular Financing as a Bubble Signal in AI
- 🌱 Claws - Persistent Looping Agents as App Replacement
- 🌰 Distribution as the Remaining Moat - Why SaaS Incumbents Aren't Dead
- 🌰 Full Stack Down vs Full Stack Up - Two Directions for AI Application Vertical Integration
- 🌰 Hero User Strategy - Native AI's Wedge Into Vertical Software
- 🌱 Horizontal Platform to Vertical Specialization - Enterprise Credibility Pivot
- 🌱 Inference Cost Collapse and Frontier Model Margin Expansion
- 🌱 Jevons Paradox vs Cognitive Displacement - The Unresolved Tension
- 🌰 Neofirms - AI-Native Professional Services as a New Category
- 🌰 Productivity J-Curve - Why Transformative Technologies Suppress Measured Output Before Harvest
- 🌱 Run the Business vs Do the Work - The AI-Era Vertical SaaS Shift
- 🌱 Seat-Based to Token-Based SaaS Pricing Transition
- 🌱 System of Action - Evolution Beyond System of Record
- 🌱 TAM of Intelligence is Infinite
- 🌱 The Knowledge Work Cliff - Displacement of the Upper-Middle Class
- 🌰 Three Waves of AI Opportunity - Unhobbling, Physical Interface, Robotics
- 🌱 Token Throughput as the New Coding Bottleneck
- 🌲 Agent Harnesses
- 🌰 Spec-Driven Development and AI-Native SDLC - 2026 Analysis
- 🌰 Does AI really think?
- 🌱 Context Engineering
- 🌱 Future of Software
- 🌰 There’s never been a better time to be a builder
- 🌱 AI + Product Management