TLDR Tech / Founders
Obliterate, Don't Automate
Duolingo did not sell better software to schools. Coinbase did not sell better ledgers to banks. Both moved something the gatekeeper controlled directly to the customer. AI founders now face the same choice. An AI doctor that can prescribe changes the market more than software that helps a doctor type notes. Software that runs a factory changes more than a dashboard sold to its manager. If your customer still needs the same gatekeeper after buying the product, you may be making the old market faster rather than building a new one.
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