Comment by scyzoryk_xyz
16 hours ago
I will take a lot more hand waving from the 70-something year-old Stanford professor who co-created far-up the chain management paradigms that run a good chunk of the economy. That context kinda changes things but what do I know.
Based on his own arguments a 70-something Stanford prof has no more knowledge, experience or credibility than someone who started 18 months ago.
These guys don't get to have it both ways.
https://en.wikipedia.org/wiki/Steve_Blank
That thing he created says you should take your assumptions out into the real world and validate them, ya?
So hand-waving about how easy it is to have an MVP in days w/o actually experience in doing that seems ironic.
Now, maybe he's saying this based on companies he's funded who've had great success with what he's saying. But it's curious that the only concrete example of a company mentioned is one that's six years old and not operating like that. And in fact, many of the ways he thinks that company went wrong seem completely unrelated to AI?
> Chris is now starting to raise his first large fundraising round. In looking at his investor deck I realized that while he’s been heads down, the world has changed around him – by a lot. The software moat he built with his 5-year investment in autonomy development is looking less unique every day. Autonomous drones and ground vehicles in Ukraine have spawned 10s, if not 100s, of companies with larger, better funded development teams working on the same problem.
> While Chris has been fighting for adoption for this niche market (one that is ripe for disruption, but the incumbents still control), the market for autonomy in an adjacent market – defense – has boomed. In the last five years VC Investment in defense startups has gone from zero to $20 billion/year. His product would be perfect for contested logistics and medical evacuation. But he had literally no clue these opportunities in the defense market had occurred.
> While there’s still a business to be had (Chris’s team has done amazing system integration with an existing airborne platform that makes his solution different from most), – it’s not the business he started.
"Being heads down without paying enough attention to the market for 6 (!!) years" doesn't seem like an AI-caused issue.
Meanwhile, the core suggestion doesn't seem to fix that, it seems almost completely perpendicular.
> You can now test multiple versions of the same business at once (or simultaneously be testing different businesses). While you can be simultaneously testing five pricing models, ten messages or twenty UX flows, the “user interface” may no longer be a screen at all. Testing might be to find prompt(s) to AI Agent(s) deliver needed outcomes.
Ok, but this person didn't even seem to be doing enough paying to the market of one version already?
And while this claim about parallel development being a huge unlock is the most interesting thing, it also sounds a bit glib. Getting your foot in the door is the hardest thing early on, now you're trying to run six versions of your company at once? Each time you get a foot in the door sales-wise, are you trying to make them use all 6 versions, or are you only gonna get feedback on 1? Would you want to pay money to be a beta tester of 6 different products simultaneously, with reason to believe that 5 of them will probably evaporate over night soon?
So you’re saying he’s majorly complicit in the ultracapitalist dystopia the US has turned into?
> the ultracapitalist dystopia the US has turned into
Seriously, where do ideas like this come from? An "ultracapitalist" country that has about as much redistributive social spending as other developed economies[0]? A "dystopia" that millions of people from all over the world clamor to get into every year?
[0]: https://www.piie.com/publications/policy-briefs/2016/true-le...
This is disingenuous at best.
The man is an economist, not a crony operating at the federal level (one does not imply the other, and I know nothing of the man's background).
So in other words... he doesn't actually use the tools he's firmly convinced will automate the building of software.
I don't agree with the parent; I think capitalism is doing a lot of great things for us and will continue to, even with AI. But man I'm tired of these hot takes from people with limited practical experience.
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Steve Blank the startup whisperer and Steven Blank the economist are two very different people.