Barriers to Entry and Where to Play

The Good Stuff, with Pete and Andy - Episode 31: Where We've Changed Our Mind on AI

00:22 - Theme: What have we changed our mind on in the last 31 weeks?01:48 - Australian Christmas: hot, beautiful, and reflective03:17 - Human at the edge model: the big shift03:34 - Why being at the edge means understanding less05:10 - Bionic human approach: involved in all decisions09:01 - Working in dialogue with AI (Gigi's approach)10:12 - Collaboration vs abdication of work10:21 - Why collaborative work is more entertaining12:15 - 10x vs 100x speed: choosing fun over max efficiency14:14 - Collaborative work as energy-giving16:02 - Permission-less collaboration: no judgment, no mood18:35 - Prompting tricks: "you're 160 IQ" and senior engineer20:02 - Writing as collaboration, not delegation21:50 - The embodied self: what AI lacks22:49 - Collaboration as the natural way to work with AI25:04 - Multi-agent systems add unnecessary complexity25:10 - Single agent with context from folders27:32 - "Do not write tests, I will test"29:04 - Diminishing returns on complexity29:53 - Test-driven development doesn't work with AI29:59 - Multi-agent systems: sounds good, doesn't work (mid-curve)30:36 - Filling gaps vs doing everything yourself39:31 - Buy vs build philosophy: the big pivot41:07 - Existing organizations are messy creatures42:31 - Timing shift: 5-year to 10-year game42:55 - Knowledge diffusion problem: nobody understands it yet45:41 - Build then buy: prove it first before acquisition46:20 - First principles vs practitioner reluctance46:43 - Paradox: successful businesses resist change most47:48 - Building capital vs burning time on acquisition48:45 - Learning by doing the job yourself50:40 - Backing operators: working in and on the business51:49 - Change management at scale: years of complexity52:03 - Gravitating back toward building from scratch53:20 - Building is more fun than acquiring53:41 - Positive vs negative energy: layoffs vs growth55:42 - Barriers to entry and regulatory hurdles56:46 - Not interested in government-regulated businesses58:37 - Small acquisition vs starting from scratch58:55 - Ownership of growth vs resistance to change01:01:28 - Why sell AI services into large companies?01:01:52 - Leverage paradox: why sell your time?01:02:53 - Nobody really understands AI implementation yet01:03:16 - Soundbite knowledge vs actual understanding01:04:06 - Wrong product: strategy requires understanding first01:05:08 - Training and education as the real market need01:05:31 - Proof of work: you have to do it01:06:01 - Speed running six months of learning