A video podcast for operators, investors, and builders about AI, product judgment, company building, investing, and what to build next.
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AI can make one engineer feel 100x faster. Jared Green explains why companies aren’t becoming 100x more effective—and why the bottleneck moves into review, coordination, technical debt, and the systems around abundant code.
The market erased roughly $272 billion from ten durable SaaS companies while assigning more than $1 trillion to frontier AI labs. I explain why that trade may be underestimating systems of record, authority, and operational moats.
I rebuilt the product of a startup I invested in, then measured exactly what 471 million processed tokens, 64 prompts, and a week of judgment actually bought.
