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• Land and real estate will remain scarce assets after the arrival of AGI

  AGI

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• Data brokers are purchasing SaaS data sets to resell to AI companies

  SaaS

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• The Dead Internet Theory could become a reality if AI replaces all human content creation
• Westerners are experiencing a decline in standards and quality of life without noticing

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• The remaining business moats are proprietary data, network effects, distribution, hardware, capital, and regulation.

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• Prioritizing short-term booking increases through inflated ratings can lead to long-term loss of user trust

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• Westerners' standards are declining over time

  benchmarkstaste

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• Lowering regulatory burden on businesses leads to increased wealth for everyone.

  governmentcapitalism

• Making it hard for people to start and run businesses, and constantly getting in their way, makes everyone poorer.

  governmentcapitalism

• Within the EU, low-regulation countries like Switzerland and Ireland have much higher incomes than high-regulation ones like Spain or Hungary.

  Europe

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• Middle Eastern and North African immigrants are a primary cause for the decline in gay acceptance in the Netherlands.

  immigration

• Progressive policies that keep importing low quality immigrants from cultures completely opposed to the Dutch are destroying gay acceptance in the Netherlands.

  immigration

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• Software is mostly dead and hardware is the way forward, as new Silicon Valley startups aren't even building software anymore.

  startupsSilicon Valley

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• Neo-feudalism will mean AI companies at the top and everyone else as serfs paying them to use AI for everything.

  capitalism

• Regulatory capture will next ban open source and/or Chinese AI models.

  open sourceChinacensorship

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• The smartest people the author knows hold strong opinions weakly and change them with new information, while the dumbest keep opinions fixed just to stay consistent.
• Changing your mind in light of new facts should be celebrated rather than held against you.

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• Especially with AI now, anyone can arguably try, and non-technical people with the best ideas, taste, and grasp of the cultural zeitgeist can win.

  taste

• Entrepreneurship is one of the most challenging pursuits, comparable to professional sports in how few people actually succeed.

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• With AGI on the horizon, online and offline communities will probably become really important.

  AGI

• Remote work and entrepreneurship take away shared spaces, like offices, where people used to make friends or meet partners.

  remote work

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• Europe's dominant cultural spirit is anti-tech, anti-AI, anti-entrepreneurship, anti-business and anti-progress.

  Europe

• Portugal collectively decided to remain relatively poor and technologically and intellectually behind.

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• Most of the world fails to solve problems because of pride, excessive regulation, and low standards for what counts as a problem worth fixing.

  government

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• Every large language model is trained on billions of pages of copyrighted data

  LLMs

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• AI video can now be generated faster than you can watch it.

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• When something you make attracts a lot of irrational haters, you are usually on to something.

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• Claude Code is the coding agent to build with.

  Anthropic

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• After a European exit tax, the EU will try to tax its citizens' worldwide income wherever in the world they live.

  Europe

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• Most high-skilled Europeans are happy to pay even high taxes, provided the government does a great job in return.

  governmentEurope

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• Housing affordability is almost the direct inverse of how many new homes are built, so the answer is to build more houses.

  housing

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• Day trading and technical analysis are proven not to work.

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• If nobody creates content any more because everyone just asks an AI, there is nothing left for AI to train on.

  LLMs

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• The West's biggest blindspot is repeatedly underestimating China's speed and capabilities.

  China

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• Most SaaS subscriptions can now be replaced by software you vibecode for yourself.

  SaaSvibe coding

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• Big AI is cannibalising the app businesses indie hackers used to build, and their revenue and traffic are falling as a result.

  startups

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• France and Germany will ban Tesla's full self-driving to protect their own car industry.

  self-driving carsEuropeChina

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• The app layer between the customer and the AI model is being removed, because customers can now clone the app themselves rather than pay for it.

  SaaS

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• Now that everyone can build apps with AI, distribution is the thing that separates who wins.

  startupsvibe coding

• Superintelligence is already here, is more powerful than us, and it rather than humans is now deciding where things go.

  AGIAI alignment

• AI has equalised everyone: coding, building and execution are no longer a differentiator.

  AI and jobsideas vs execution

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• About 5% is the most common final ownership stake for the founder of a VC-funded startup that works out.

  startupsventure capital

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• Restricting US AI models does not work: China builds better ones and everyone switches to them.

  ChinaAmerica

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• All you need to build a business today is free open source software, a VPS, an AI API and S3-style file hosting.

  open sourcestartups

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• Letting a coding agent live-edit the production server works fine in practice.

  coding agentsAnthropic

• AI agents and AI coding will run on servers and from the cloud first, not on your laptop.

  coding agentsthe cloudAI agents

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• Only the US and China have substantial startup activity left; the rest of the world cannot really do startups.

  startupsChina

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1. Build the product for yourself first: if it truly serves you, plenty of other people like you will want it too.