While AI has totally collapsed the cost of shipping a piece of software, the cost of shipping the wrong software has never been higher!
Why it matters: The key shift nobody is naming is the move from "can we build this?" to "is this worth building?" The only way to answer the latter question is to work with people, not the technical AI layers. And by the time you know the answer, your user base evaporated into a new tool, or built their own.
An(other) uncomfortable truth is the math: you and your closest competitors are using largely the same models, trained on pretty much the same public internet. The same representations shape the decisions you're both making in Claude or ChatGPT, whether you are asking for feature prioritizations or to evaluate the usability of an interface. Your only differentiator is the information you've put into the model, to make it understand your goals, context, and what to do about the delta.
So we are watching as products across the tech space converge and flatten. Look at your business vertical and think about the five top products: how different are they, really?
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