When software was expensive - thin, horizontal, best-of-breed software stacks extracted rents across every business.
Now that software is cheap - value moves to vertically integrated businesses that deliver opinionated end-to-end experiences.
Software will proliferate just as videos, music, writing did.
The market structure will shift from a “fat middle” to mega-aggregators and a long tail.
It’ll be a slower process due to network effects, but many traditional vendor lock-ins will get eaten by AI.
Shoukri Kattan retweeted
Fragments: How AI is changing Anthropic's internal development, a detailed account of using LLM to program a knowledge management tool, obvious-easy-possible buckets for interfaces, specs can't be complete, & lightweight tools to work with LLMs
martinfowler.com/fragments/2…
Shoukri Kattan retweeted
Linear’s CEO just described the biggest shift in product team structure since Agile.
For decades, product work meant: PM defines requirements → designers create specs → engineers translate to code. The middle step, translation, absorbed 70% of the time and created most of the friction.
Karri is saying that step is collapsing. AI agents don’t need handoff documents or sprint planning rituals. They need structured context about what matters, what constraints apply, and what success looks like.
This inverts the leverage points. The person who captures customer intent clearly now has more impact than the person who translates it into implementation. And the person reviewing agent output becomes the quality bottleneck.
Linear built their entire product around this bet: structured entities with clear ownership, context attached to work items, feedback connected directly to issues. It turns out the same system that helps humans coordinate also helps agents know what to do.
The teams figuring this out first will have a structural advantage. Everyone else will still be writing Jira tickets that read like riddles.
Shoukri Kattan retweeted
Replying to @naval
In the Era of slop code Test Cases and Data is the ONLY IP.
Shoukri Kattan retweeted
Stanford just made fine-tuning irrelevant with a single paper.
It’s called Agentic Context Engineering (ACE) and it proves you can make models smarter without touching a single weight.
Key takeaways (and get the 23 page PDF):
Shoukri Kattan retweeted
If you are under $1m/year, you have to advertise more.
No one knows you exist… which is why you're not making as much as you want.
You're not fighting against competition , you're fighting against irrelevance.
Shoukri Kattan retweeted
Crypto is…
Desperate gamblers chasing their first bag.
Investors funding the buildout of the global casino.
Bankers hypnotizing the masses to collect their vig.
…all meaningless and ephemeral without the cypherpunks, who defend the dream of encrypted and unstoppable cash.
Shoukri Kattan retweeted
Trump is President-elect for two days:
- Stock market hits record high
- Migrant caravan at our border dissolves
- Hamas calls for end to war
- Bitcoin hits record high
- Putin ready to end Ukraine war
- Qatar kicks out Hamas leaders
- EU will buy U.S. gas not Russian gas
- Putin will sell oil in U.S. dollars
- Zelenskyy phones Trump & Elon
- NYC Mayor ends vouchers for illegals
- Mexico to stop migrants at U.S. border
- China wants to work peacefully with us
- Big U.S. company to move out of China
I repeat: Trump has been President-elect for two days.
Shoukri Kattan retweeted
Good technology is a good explanation of how the world works, instantiated and automated.
Shoukri Kattan retweeted
AI will probably be smarter than any single human next year. By 2029, AI is probably smarter than all humans combined.
Futurist Ray Kurzweil Tells Joe Rogan AI Will Achieve Human-level Intelligence by 2029
"We're not quite there, but we will be there, and by 2029 it will match any person. I'm actually considered conservative. People think that will happen next year or the year after.
I actually said that in 1999. I said we would match any person by 2029. So 30 years, people thought that was totally crazy.
In fact, Stanford had a conference that invited several hundred people from around the world to talk about my prediction, and people thought that this would happen, but not by 2029. They thought it would take 100 years."
Shoukri Kattan retweeted
A $1000 investment gave me a 10,000x return
and I became a multi-millionaire at the age of 29.
A playbook for every college kid to become a millionaire in their 20s🧵
Shoukri Kattan retweeted
Today, you don't think you need an Apple Vision Pro.
But that's because none of your fancy friends have one yet.
Shoukri Kattan retweeted
CCTV (China Central Television) just broadcasted crypto. It's a big deal. The Chinese speaking communities are buzzing. Historically, coverages like these led to bull runs.
Not saying past predicts the future. And not financial advice.
tv.cctv.com/2023/05/23/VIDEb…
Shoukri Kattan retweeted
Social media isn’t social - it’s performative.
Where’s the chitchat, the banter, the easy laughter?
We made something new.
Push-to-talk, whenever you want.
With perfect transcripts and AI art.
A dinner party in your pocket.
Follow @getairchat
Never feel alone again.
Shoukri Kattan retweeted
All these ChatGPT-4 threads are a joke.
The best AI writing prompts aren't 1 sentence. That's like having a Ferrari and driving it 5 mph.
Here's a 60-second masterclass on how to create prompts like a virtuoso writer:
Shoukri Kattan retweeted
The value of reading, and of writing things down that we read, or hear, cannot be overstated. Two expert guests (who specialize in speech and memory) on the Huberman Lab podcast explained that when we read text or listen to something and then write key aspects/takeaways down by hand- not typing, it engages our motor control centers in ways that deeply embed that information to our memory. Taking notes, however cursory, turns out to be the best way to remember and implement information later.





















