Taste If you spend any time in the Valley, you've heard the discussion about how, in the age of AI, the only thing left is "taste". But no one has defined what that means.

In my last post, I wrote about recursive self-improvement and the end of static software. The core idea was: The next durable advantage in software will not come from having access to the same AI models, cloud platforms, engineers, or tools everyone else can buy.

Part I: Defining Life Most companies think their competitive advantage comes from software, data, or AI models. But that assumption is becoming obsolete.

How are artificial intelligence and bitcoin disrupting the income statement and balance sheet? Is emerging tech a bubble? In this 5-minute deep dive, we describe how and why AI and Bitcoin are disrupting the income statement and balance sheet separately, but also how they are connecting one another

Overview YouTube Video Presentation Google Slides Doc Background: Project Bitcoin - Product Growth Strategy Contact Sean for further discussion Sean presented a comprehensive overview of Bitcoin's product growth strategy, focusing on AI paywalls and the transition from strategy to product developmen

Resources YouTube Video (34 minutes): https://youtu.be/zrd8x6ubd8Y Google Slides Deck (for comments/discussion): https://docs.

SUMMARY In this third and final episode of the Global Value Creation limited series, Sean Everett and Carl Schmidt-Ehemann discuss the three immutable laws of value creation in the mid-2020s: the internet, machines, and money. They emphasize the internet's critical infrastructure role, the rise of m

In this memo, we discuss the different approaches companies are taking to incorporate emerging tech solutions into their existing businesses and products.

In this memo, we describe what AI Agents are, how they're using similar sub-systems as cryptocurrencies, and how they are work together.

In this article, we describe what Pace Layering is and why it's important as a framework for understanding emerging technology development and adoption cycles.

In this article, we compare Bitcoin to other top-revenue companies globally to understand how it's different and why it's bigger.

In this memo, we describe the current state of artificial intelligence practical use cases by consumers and the enterprise.

In this article, we describe how small world networks will develop within augmented reality experiences and how they will be powered.

In this memo, we break down perspectives, definitions, and guardrails for artificial intelligence that you may not have heard before.

In this memo, we describe a new way of thinking about Bitcoin that could help you internalize why it has value.

In this article we describe a method for supercharging growth that represents one piece of the new world we're building, together.