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The models are compounding, but the really hard question is: what's the right body for this intelligence? The chat box was a great demo. The next decade is about finding better shells.

We spent the first phase of the LLM era promising speed. The next phase is about trusted delegation. That's a different job, and it lives much closer to the line we've drawn around our own agency.

Real flow has stakes. Zombie flow has a smoother surface. The internet keeps offering the next small solvable unit of stimulation, and AI just made it easier.

Anything that puts me in a room with humans is a pain to organize. Anything that lets me stay home alone gets cheaper every year. The economics of solitude.

$2 billion in sidelined capital can only find its way into one company. The market has decided: in AI, the moat isn't the model. It's the reputation of the people building it.

Time was the moat. AI is the acid. What replaces durable competitive advantage in a world that ships at machine speed.

When technology commoditizes one layer of a market, the layer above it becomes the actual product. A pattern playing out everywhere right now.