Yes. A few miscellaneous thoughts. (1) First, the new bottleneck on AI is prompting and verifying. Since AI does tasks middle-to-middle, not end-to-end. So business spend migrates towards the edges of prompting and verifying, even as AI speeds up the middle. (2) Second, AI really means amplified intelligence, not agentic intelligence. The smarter... See more

The entire tech community is under the impression that AI coding will result in power flowing from engineers to “idea guys.” Wrong—it will always flow to whatever still has scarcity: those who know how to get distribution