Dax Raad

Their wordsThe demand for inference is growing. So, like I don't think it's linearly growing. I think it might even be exponentially growing. But we haven't made our production of GPUs grow exponentially. That's like kind of a linear process. So as those lines intersect, there's going to be uh tightening.

Their wordsThat prickle that feeling that you get, it's like muted now cuz someone else it's kind of like you've made someone else deal with the problem. The problem is still there and the the landmines are still going to blow up on you eventually, but like you're not you don't feel that bad feeling as much anymore. So your judgment is skewed. You're not getting that feedback loop.

Their wordsYou probably only have one good idea in your whole product. Get the user to experience that as fast as possible. Well, it sounds so easy, but if you go try every single product out there, you will see a million accidental steps they introduced from the user hearing about your product to like seeing the value in it.

Their wordsIf you add that up, you think, "Oh, we shipped a thousand features. Now that adds it to a good product." It actually adds it to a horrible product.

Their wordsThe job of product isn't to just receive a problem and ship the immediate solution. It's to absorb all the problems and understand that there's one solution you can ship to fix 50 different problems.

Their wordsThe moment you ship something, you're stuck supporting it forever. And by supporting, it means any future feature you build is going to like interact with it. So you still have to be very conservative with what you put out there. It's hard to undo anything. Just cuz we can ship 10 times more doesn't mean we have 10 times as many good ideas to ship out there.

Their wordsevery week i see a new benchmark that ranks claude code last and everyone pats themselves on the back for not using claude code and being "smarter" and it's still #1 and still growing faster than most of the other things on the list this has been going on for a year

Their wordsBut I've always thought it's better to think a lot instead of swinging a lot. I think you could you can eliminate a lot of ideas or directions just by, you know, spending a lot of time in your head and with your team talking. Um, obviously AI doesn't speed that part up.