Founders

my highest conviction prediction right now is that ai will enable millions of solo entrepreneurs and small teams to rebuild and compete with all existing saas giants

there are opportunities lying on the ground everywhere, the closer to pure software the easier for a small team to just go after it and scale a docusign competitor to $1m arr

not as sexy as raising a huge round for your crypto or ai startup but will get you a house wherever you want

think the problem is that this ’age’ will last 2-3 years given any kind of compounding ai trajectory

then we’re in a post-scarcity world and your saas is worthless

could you imagine the ridiculous expense of keeping that human in the loop!

post-scarcity will call for post-scarcity products

everything is experimental |
a decade+ of consumer products | farcaster godview: /intelligent | self exploration: /tanishq

well, you cant have it both ways

its an incredibly weird world where ai gets _just good enough_ to give you a valuable saas but then for some reason dont accelerate from there

im not making a claim about the exact timelines, but about the inevitable order of events

I think these are a little overambitious timelines

We've had the ability to paint digitally for last 35 years (PS released in 1990), yet the majority cannot make a simple poster

The tools will improve, but so will the surface area of problems

yup become commoditized and commodity then has no moat :) moats shift somewhere else.