Entrepreneur
Good services do not automatically produce a dependable life. Lusser’s Law shows why the real value of a connected bundle lies in protecting an intention across every required step and handoff. … readThe Intention Has to Survive
The bundle’s superpower is not in any of its parts. It is in the handoffs that disappear between them: an intention that must survive n handoffs succeeds with probability p to the n, and removing seams turns that from a chain into an environment. … readThe Superpower Is Fewer Seams
The power of an integrated bundle comes from carrying a person’s purpose across services, so that each useful action prepares the conditions for the next. The promise is an environment in which more intentions can become real. … readWhere Intention Becomes Real
Around 2040, I expect 1.4 billion people to pay $500 a month for an AI bundle that makes them, by any older standard, superhuman, while 7.8 billion go without. Every class division in history was a relationship. This one will be a wall. … readThe Served and the Unserved
A future in which 1.4 billion people buy a monthly bundle of extraordinary capabilities could create a new class divide: those surrounded by a powerful system, and those expected to compete without it. … readThe Subscription Class
I predict SpaceX will sell a $500 monthly subscription that combines home internet, mobile service, AI, Cybercab transportation, and access to cafés and gyms. The product will feel like a utility bill for participating in everyday life. … readThe $500 SpaceX Utility Bill
The first organization to report a trillion dollars in annual revenue will be OpenAI: a billion customers, an average order of $100 a month, and a product called usage credits that already exists in the settings menu. The race is not against Anthropic. It is against Amazon. … readThe First Trillion
“There’s an app for that” was trademarked as a retail-store slogan, and that was the whole era: a product, a store, a bill. The next era’s slogan has no store in it — your stack does that — and it applies to a corporation exactly the way it applies to you. … readYour Stack Does That
Most people will pay a frontier AI company directly. The routers, resellers, and platforms now lining up to stand in between will mostly be gone by 2030, because everything new appears at the source first and only the source ever feels like yours. … readThe Pure Utility
The $100 intelligence bill is not a new subscription; it is the one that eats the others — and that single fact reprices the software industry and tells my students which startups not to join. … readThe Last Subscription