
Company Building in the Curiosity Phase of AI

We are in an age of noise.
The frameworks that got us here, of jobs-to-be-done or product-market fit, will be insufficient going forward. For founders to have extraordinary outcomes, they will have to find alpha in markets that aren’t easily understood.
Which is to say, technology alone won’t be enough. The other essential ingredient will be taste.... See more
The frameworks that got us here, of jobs-to-be-done or product-market fit, will be insufficient going forward. For founders to have extraordinary outcomes, they will have to find alpha in markets that aren’t easily understood.
Which is to say, technology alone won’t be enough. The other essential ingredient will be taste.... See more
Evan Armstrong • Want to Build? Technical Excellence Won’t Be Enough.
We are in an age of noise.
The frameworks that got us here, of jobs-to-be-done or product-market fit, will be insufficient going forward. For founders to have extraordinary outcomes, they will have to find alpha in markets that aren’t easily understood.
Which is to say, technology alone won’t be enough. The other essential ingredient will be taste.... See more
The frameworks that got us here, of jobs-to-be-done or product-market fit, will be insufficient going forward. For founders to have extraordinary outcomes, they will have to find alpha in markets that aren’t easily understood.
Which is to say, technology alone won’t be enough. The other essential ingredient will be taste.... See more
Evan Armstrong • Want to Build? Technical Excellence Won’t Be Enough.
In 2023, AI must absorb an influx of tourists – thin GPT wrappers, MBA tweet threads about AI trends, LinkedIn bios changing from #crypto to #AI. Genuine technologists will join the development effort, but filtering out negative human capital is challenging.
Undoubtedly, more builders are needed to apply and productionize the latest technologies,
... See moreJohn Luttig • Is AI the new crypto?
Techno-Industrials are addressing larger markets than most software companies can.
They use whichever tools they need to provide better solutions to key bottlenecks with better unit economics than incumbents.
They are more capital efficient than most investors expect.
And they have to be more strategically sound than the average software company.
B... See more
They use whichever tools they need to provide better solutions to key bottlenecks with better unit economics than incumbents.
They are more capital efficient than most investors expect.
And they have to be more strategically sound than the average software company.
B... See more