My First Million
The best business ideas come from noticing what's working and doing it better, faster, or for a different audience.
Software durability is dead - all established software companies are now vulnerable to AI disruption
Evidence
Companies with $100-300M revenue experiencing growth stalls for first time; Salesforce growing 7%, Okta 10%
Implication
Traditional software moats (brand, revenue retention, product cycles) no longer provide protection
Counter Belief
Established companies will adapt AI and use resources to maintain competitive advantages
Example Application
Target large, established software companies with AI-first alternatives rather than competing with other startups
Related Knowledge
AI as Universal Therapist
The recognition that using AI for personal and emotional support is becoming as normal as using it for work tasks
Push vs Pull Startup Experience
Distinguishing between startups where you're pushing against resistance versus being pulled forward by market demand
Zero-to-One AI Disruption Framework
A framework describing how AI has fundamentally changed the startup success pattern from 'impossible-unlikely-inevitable
AI Content Weighting Framework
A method for creating domain-specific AI by heavily weighting custom content against generic training data to achieve su
Transform traditional business operations using AI to achieve dramatic efficiency gains
Reducing team size by 70-90% while maintaining or increasing revenue, with AI handling content creation, customer screen
Build a high-conviction investment strategy by only investing in founders who are super fans of your expertise
Higher hit rate on investments by only backing founders with demonstrated commitment and domain alignment