We are living through a paradigm shift of unprecedented magnitude.
The rise of AI super platforms represents not just another technology evolution but the convergence of all previous web paradigms into a single, unified conversational interface.
The Great AI Convergence is more than just ChatGPT overtaking X.com in traffic. It's the emergence of a new digital order where browsing, searching, social media, gaming, and streaming are all absorbed and expanded into a unified super-platform that fundamentally changes how humans interact with digital interfaces.
The weekly newsletter is in the spirit of what it means to be a Business Engineer:
We always want to ask three core questions:
What’s the shape of the underlying technology that connects the value prop to its product?
What’s the shape of the underlying business that connects the value prop to its distribution?
How does the business survive in the short term while adhering to its long-term vision through transitional business modeling and market dynamics?
These non-linear analyses aim to isolate the short-term buzz and noise, identify the signal, and ensure that the short-term and the long-term can be reconciled.