Consumer products are judged by retention and frequency of use.

When you can’t outspend competitors, you have to out-build them. Earn organic pull first. Then scale the advantage. #

When products are only different at the margin, the experience of being sold to can become a differentiator. The buying journey itself has to feel distinctive. #

One of the recent unlocks with coding agents is the system built around them.

The curve changes fast after investing in the right building blocks.

Throughput keeps increasing because every improvement to the repo makes everyone's agents better. For that to work, context and judgement have to be encoded into the system instead of living only in people's heads.

More context in the repo -> better agent output -> better PRs -> stronger standards -> even better agent output. #

“We have a big intelligence overhang.”

AI is already better in the abstract than most companies are at using it in practice.

The bottlenecks now are prompting skill, company context, codebase collaboration, data access, permissions, and role design. #