Notes

The End of the Average App

January 25, 2026

Code was once a scarce form of leverage. Because it was expensive, startups had to build standardized products for enterprises who could pay. As AI drives coding costs to zero, the market is shifting toward hyper-personalized software for consumers, where the new competitive advantage is trust rather than technology.

The On-Policy Startup

January 02, 2026

As AI coding tools make building MVPs dramatically cheaper, startups can shift from off-policy learning (customer interviews) to on-policy learning (just build it and observe what gets paid for).