Max Beauroyre

Go person by person in your company and figure out who is going to be augmented by AI agents, and what roles are going to be replaced by them. For those that are going to be augmented by the AI agents, tell them that their status as “high-performer” depends on their ability to leverage the new technology.

Making AI that is smarter than almost all humans at almost all things will require millions of chips, tens of billions of dollars (at least), and is most likely to happen in 2026-2027. DeepSeek's releases don't change this, because they're roughly on the expected cost reduction curve that has always been factored into these calculations.

“There’s a lot more talent than really interesting companies to be built. And I think we’re spreading a lot of that talent thin right now.”

Press releases announce “company-wide AI adoption.” Hallway conversations tell a different story. Employees haven’t opened the tools in weeks. The data lies. Comms lies. Dashboards show logins, not usage. Activation, not integration.

This is transformation theater. The appearance of change without the pain of change.

Human beings are psychologically not interested in the truth. We’re interested in the elimination of uncertainty.

The hard part isn't building anymore—it's understanding what to build and why. Before writing a line of code, ask yourself: are you solving for the complete outcome, or just building another tool that AI could generate tomorrow? Tools won't matter. Outcomes will.

The value of money is determined

entirely

by the purposes you use it for.