Companies are becoming tech stacks. We are all becoming companies. Operator and Harvard economics nerd decoding the future of companies.
Joined June 2025
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Shou Zi Chew says a video ad that cost a brand $100 to $1,000 to make can now be produced for $1 to $10 with TikTok's Seedance model. He also says most short dramas are already AI-produced.
When making the ad costs almost nothing, the work moves to knowing what to say.
🎥 via @firesidealpha, from DBS Asia Future Forward
Mark Zuckerberg was ready to write a $100B or $200B check before Meta had seen the models. His question to Alexandr Wang: "Are you sure this is going to work?"
You don't get to meter a frontier bet. You commit first and find out later. That takes a different kind of operator.
🎥 via @guilleflorvs, from Cheeky Pint with John Collison
Masayoshi Son says SoftBank has more than 30 robotics companies in its portfolio, "very quietly preparing." The target is tiring work like doing dishes, so people can do something more interesting.
Start automating with the work nobody wants to keep doing.
🎥 via @firesidealpha, from Inside Blackstone with Christine Anderson
Every agent you deploy is another employee with keys. Somebody still has to own the keys.
If you wanted to know all the jobs that AI will produce, look no further than cybersecurity. This is going to become one of the biggest investment areas for enterprises going forward.
And even as the work becomes more agentic and autonomous you will need more talent to point the agents at the most critical work, review findings, patch systems, respond to incidents, and more.
Lots of opportunity right now for the systems that protect data and enterprises, as well as the professionals that are deploying them and protecting organizations.
It’s going to only get more wild out there.
The most valuable thing in a service business is what the 30-year technician knows. Now it doesn't retire when they do.
Keeping over a million elevators and escalators running smoothly is no small task.
Today in Cologne, I heard about how TK Elevator is using our tech to help provide its service technicians access to decades of shared knowledge, streamlining the process, so they can spend less time searching for answers and more time keeping people moving.
20 years of deals, distilled: operatingbyjohnbrewton.com/p…
Marc Andreessen thinks robotics could be the biggest industry in the history of the planet, with hundreds of billions of robots that someone has to design and build.
The factory floor is where that gets decided.
Marc Andreessen with Joe Lonsdale on American Optimist, via @linasbeliunas
Demis Hassabis had Gemini 4 Argon build a wizard chess game. Watch the pieces move.
A demo you can see beats a benchmark you have to explain.
🎥 via @demishassabis
Every operator I talk to thinks their data is the moat.
David Vélez's Blockbuster story says otherwise. They had the customers, the stores, the rentals. Netflix had the systems and the habit of using them.
Capture first. Then build the culture that acts on it.
Invest Like the Best, via @linasbeliunas
The AI bubble debate is arguing over the wrong number.
Bears count tokens times price. Bulls count demand. Buyers count what a finished task costs, and companies are only now finding out.
So the budgets are getting owners. Microsoft: "more impact per token." Meta and Microsoft cut back Claude Code. Accenture: $29 a month, the rest billed to a project code.
Every useful input runs the same arc. Perk, then habit, then a line item with an owner.
The playbook: price AI per finished task. Budget by workflow, not by seat. Run two budgets. Name an owner for the token P&L. Retire the usage leaderboard. Keep the right to switch.
The winners will know what a finished job costs.
operatingbyjohnbrewton.com/p…
