
We are living through a paradigm shift of unprecedented magnitude.
The rise of AI super platforms represents not just another technology evolution but the convergence of all previous web paradigms into a single, unified conversational interface.
The Great AI Convergence is more than just ChatGPT overtaking X.com in traffic. It’s the emergence of a new digital order where browsing, searching, social media, gaming, and streaming are all absorbed and expanded into a unified super-platform that fundamentally changes how humans interact with digital interfaces.
The weekly newsletter is in the spirit of what it means to be a Business Engineer:
We always want to ask three core questions:
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What’s the shape of the underlying technology that connects the value prop to its product?
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What’s the shape of the underlying business that connects the value prop to its distribution?
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How does the business survive in the short term while adhering to its long-term vision through transitional business modeling and market dynamics?
These non-linear analyses aim to isolate the short-term buzz and noise, identify the signal, and ensure that the short-term and the long-term can be reconciled.


