reading, watching & listening to

what a performance

When I started writing a newsletter in 2019, I remember thinking there were too many newsletters. That was before Substack had made a meaningful dent on the Internet and only a handful of writers were seriously using it. The coolest things do not yet exist. You are not late.

Absolutely excellent piece.

Throughout history, new technologies have opened new fields of expression and expanded what's possible. Every time a new technology came in, at least half were left behind loving the old craft or worrying about the future. Those who embrace the discomfort, understand how the tool can be wielded will continue to create novel ideas and change culture, With the printing press, those who mastered textual literacy created profound societal impact. In those early days, this literacy was an essential differentiator.

Just as the printing press democratized knowledge creation, AI is commoditizing access to intelligence and with it redefining technical execution. This is now widely accepted. AI can generate endless ‘perfect’ outputs, and its reasoning capabilities will only expand. Design’s tools will change but design’s essence remains distinctly human: creation guided by feeling & relationships rather than pure logic, and the judgment to know what’s worth creating.

Design literacy—combining curiosity, studied curation, personal conviction, and craft—will become as vital as verbal literacy.

This way of seeing and thinking becomes a new differentiator. It’s a new type of intelligence and design that will separate those who thrive from those who fade into the noise. I see this type of design everywhere in my work with founders, engineers, salespeople, and investors—they are all designers in their own right. It is innate—it just needs to be unlocked.

The best founders already understand this. In a world where anyone can build, they know what to build, who it’s for, and why it must exist.