people saying apple homeview is “just an ipad on a speaker” and it’s literally the best lesson in business you’ll see this year: you can take one product and sell it to a totally different customer. - homeview: an ipad on a speaker, for grandparents and the kitchen counter - iphone: the computer for everyone - ipad: an iphone with a bigger screen, for kids, artists and couch scrollers - ipad mini: a smaller ipad, for readers and pilots macbook: an ipad with a keyboard, for people who work - apple watch: an iphone for your wrist, for runners and people who want fewer distractions -airpods: the iphone’s speaker, moved into your ears, for commuters - homepod: the iphone’s speaker for your living room - apple tv: the iphone’s apps on your tv, for families - vision pro: the iphone’s screen strapped to your face, for early adopters apple has been doing this for 20 years! same chips, same apps, same ecosystem. a different customer every time. unbundled or bundled. it works and has made them a trillion dollar company and one of the most valuable companies on earth.

AX is the new UX. Software was built for humans clicking, now it gets rebuilt for agents. Stripe just paid $8B for OpenRouter betting the main user of the internet is an agent. Rebuilding all that software is 1000+ new companies. The most obvious opportunity in a long time!

The thing I'm learning about business nowadays: to survive, you need to constantly reorient. You used to build a business, hit product-market fit, and then kind of coast. Now you hit PMF and the ground shifts 3 months later. New AI models, new algorithms, new tools that change what's possible. So you reorient, and reorient again, it's pretty constant. I'm noticing even companies doing $100M to $1B in revenue are sweating these days. They feel it too. But the cool part is if you reorient right, you get rewarded massively. That's kinda the trade. The stability is gone, but so is the ceiling. I've been reorienting my own companies more this year than in the last five combined. And weirdly, it's the most alive I've felt building. It's a good time to be a founder if you can move on a dime. For the experimenters out there, the people who actually like the constant change... I think this has gotta be the greatest time to be building there's ever been.