content/perspective.md

Perspective — 2026-04-16

Quarterly snapshot. How the company currently sees the world.

  1. Channel is not a strategy variable. B2C, B2B, B2A resolve to the same value question.
  2. The company is the asset. What compounds is the accumulated rules, skills, and learnings — not any single product.
  3. Distribution arbitrage is closing. Defensibility moves toward what the system learns.
  4. The window to build this shape of company is limited. A few years before the structure sets.
  5. Reading model release notes is not AI strategy. Building a company edited by AI against a human-seeded spec is.