Notes on the next ten years of AI

January 1, 2026

Most predictions about AI are wrong because they answer the wrong question. The question is not what will AI be able to do. The question is what changes about the people who build things, and what stubbornly does not change. The first is interesting. The second is where the money and the meaning are.

Here is what I think changes.

The cost of producing software collapses. Not to zero, but to something close enough that solo founders ship products that used to require a team of ten. This has been true for two years already and most people have not absorbed what it means. It means that the bottleneck moves. The constraint stops being can you build it and becomes do you know what is worth building, and can you find the people who will pay for it. Distribution and taste eat engineering. The engineer-founder advantage shrinks. The taste-and-distribution-founder advantage grows.

The cost of generic content collapses to actual zero. Articles, summaries, descriptions, generic art. Anything that lives in the middle of the bell curve becomes free and worthless in the same moment. The implication is not that content dies. The implication is that the bar for what counts as content rises sharply, and anything not on the right tail gets buried. This is good news for people with strong opinions and bad news for the entire SEO content farm industry, which has roughly eighteen months to figure out a new identity.

The cost of one-to-one labor drops in unexpected places. Customer support. Sales development. Research. Personal assistance. These were the unsexy parts of running a business. They become cheaper than coffee. This frees up margin in companies that learn to redesign workflows around it. It bankrupts companies whose entire business was that labor being expensive.

Here is what stubbornly does not change.

Distribution. Distribution is a human problem. Trust is a human problem. The hard part of selling something has never been the part a machine could do. AI does not solve why someone should believe you. It does not solve why they should care. It does not solve why they should pay you instead of the other person. These are problems of taste, reputation, and timing, and they remain expensive in the way they have always been expensive.

Taste. AI is a confidence machine. It produces output that looks correct. The skill of knowing whether something is actually good, whether it is the right answer for this specific situation with these specific constraints, is not getting cheaper. It is getting more valuable, because the volume of confident wrong output is exploding. The bottleneck moves from production to judgment.

Stamina. The founders who win the next ten years are not the ones with the best tools. The tools are the same for everybody. The winners are the ones who can stay obsessed with one problem for long enough to actually solve it, in an environment where every shiny new model release is begging you to abandon your project for something more exciting. Focus becomes the rare commodity. Boredom tolerance becomes a moat.

Specificity. The market gets flooded with generic. The reward for being specific, opinionated, narrowly useful, weird in a deliberate way, goes up. The portfolio site that looks like every other portfolio site loses to the one that has a voice. The SaaS that solves a generic problem loses to the one that solves a specific problem for specific people. AI raises the floor for adequacy and raises the ceiling for distinction, and the middle is where you do not want to be.

If I had to compress this into one line, it would be: AI eats execution. It does not eat conviction. Anything that was hard because the work was tedious becomes easy. Anything that was hard because it required a person to know what they wanted and to keep wanting it when it got difficult, that part stays hard. Possibly gets harder, because there are more distractions.

The mistake people are making right now is treating AI as a replacement for the parts of business that were already easy. It is not. It is a replacement for the parts that were tedious but felt productive. The parts that were always the real work are still the real work. Most founders are about to discover that they were never very good at the real work, because the tedious parts were doing a lot of emotional load for them.

The opportunity is the same as it always was. Find a real problem. Build a specific solution. Tell the truth about it. Stay with it long enough for the work to compound.

The tools changed. The job did not.

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