A new operating thesis

Abundance on
multiple axes
simultaneously.

Before AI, you had to pick. Scale or quality. Speed or depth. Output or personalization. Multiple abundance is what happens when AI removes several bottlenecks at once.

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The old game was optimization. The new game is multiplication.

We're wired for tradeoffs. Pick two out of three. Fast, good, cheap. Multiple abundance says no—you actually can have several of these simultaneously now, and the companies that internalize that stop playing the old optimization game entirely.

Execution and Strategic thinking
Speed and Quality
Output and Personalization
Scale and Depth

Singular abundance

  • Abundance of reach via social media
  • Abundance of information via Google
  • Abundance of labor via outsourcing
  • Having one meant scarcity in another
  • Scale distribution but not quality
  • Scale output but not thinking
→

Multiple abundance

  • Scale on multiple fronts simultaneously
  • Quality that improves with volume
  • Personalization that doesn't sacrifice speed
  • Depth that doesn't limit breadth
  • Strategic thinking alongside execution
  • The tradeoff matrix collapses

When everything is abundant, the only things that matter are taste, judgment, direction, and conviction.

The stuff that can't be multiplied. The scarce inputs in a world of abundant outputs. That's where we operate.

What remains scarce

Taste
Judgment
Direction
Conviction

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