Now, popular AI-native tools like ChatGPT, Cursor, and Midjourney expand individual capacity exponentially . This extends to hardware like Meta's new Ray-Ban glasses for hands-free AI assistance. They’re all what I see as supertools (in many respects a new breed of prosumer tool). These products still benefit from network effects — but not the... See more

This is the solo supertool era: scale the individual first, then build the networks.

We're building new supertools but relying on old networks to spread them. Twitter, YouTube, LinkedIn, Instagram, Substack: these networks act like a Distribution Commons — like cultural utilities carrying new products and behaviors into the mainstream. Reviews, screenshots, demos, and launch videos spread faster than the product alone. This is how... See more

The individual can now scale internally before needing to scale externally. Why hire a team when you can deploy AI versions of yourself? Why build organizational systems when your personal AI toolkit executes at enterprise scale? In this world, teams become collaborations of many platforms of one — orchestrations of distributed selves tackling... See more

It’s a brutal tradeoff: chase the models or build the moat. It’s incredibly hard to do both. Building a startup has always been described as “flying the plane while building it.” In the AI era, the laws of aerodynamics keep changing mid-flight too.

One solution: borrow existing infrastructure when you can’t do it all from scratch.

Technology has always been about leverage