Thesis 1: AI as Organizational Architecture
AI collapses what made companies expensive: the cost of getting people to work together. When coordination becomes nearly free, organizations stop being pyramids and start being something closer to temporary protocols – fluid, small, and built around missions rather than departments.
Thesis 2: Ambient Interfaces
The screen-bound interface is dying. But the interface itself doesn't vanish – it escapes the screen, becoming ambient. We stop going to our software. It starts coming to us.
Thesis 3: Subtraction > Addition
The world rewards addition. But complexity is combinatorial – every new thing interacts with everything already there. Subtraction is almost always the higher-leverage move, and the hardest one to make.
Thesis 4: Taste as the Final Bottleneck
When building things becomes nearly free, the scarce resource shifts from execution to judgment. Taste – knowing what should exist, and caring whether it's good – becomes the hardest thing to find and the last thing AI can replace.
Thesis 5: The Middle Collapses
The shape of work is shifting from a barrel to an hourglass. AI compresses the fat middle of execution while the edges – vision and trust – dominate outcomes. The question isn't how to protect the middle. It's which edge to stand on.