Unlike traditional engineering, breakthroughs in foundational AI research often feel binary. A model can be completely broken until a handful of key insights are discovered, at which point it suddenly works. This "all or nothing" dynamic makes it impossible to predict timelines, as you don't know if a solution is a week or two years away.

Overly structured, workflow-based systems that work with today's models will become bottlenecks tomorrow. Engineers must be prepared to shed abstractions and rebuild simpler, more general systems to capture the gains from exponentially improving models.

In AI M&A, recency is key. Companies pre-ChatGPT often had to rewrite their entire stack and relearn skills, making their experience less relevant. Acquiring a company with post-ChatGPT experience ensures their tech and knowledge are current, not already obsolete.

The leadership change at Sequoia, arguably the world's top venture firm, is a strong indicator of the intense pressure the entire VC industry faces. It reflects a fear of falling behind in the AI race and the brutal reality that even the best are struggling to adapt to the new competitive landscape.

Unlike traditional software where PMF is a stable milestone, in the rapidly evolving AI space, it's a "treadmill." Customer expectations and technological capabilities shift weekly, forcing even nine-figure revenue companies to constantly re-validate and recapture their market fit to survive.

In rapidly evolving markets like AI, founders often fall into psychological traps, such as feeling they are too late or that funding has dried up. However, the current environment offers unprecedented organic user demand and technological leverage, making it an ideal time to build if you can ignore the noise.

AI drastically accelerates the ability of incumbents and competitors to clone new products, making early traction and features less defensible. For seed investors, this means the traditional "first-mover advantage" is fragile, shifting the investment thesis heavily towards the quality and adaptability of the founding team.

Kevin Rose argues against forming fixed opinions on AI capabilities. The technology leapfrogs every 4-8 weeks, meaning a developer who found AI coding assistants "horrible" three months ago is judging a tool that is now 3-4 times better. One must continuously re-evaluate AI tools to stay current.

In rapidly evolving fields like AI, pre-existing experience can be a liability. The highest performers often possess high agency, energy, and learning speed, allowing them to adapt without needing to unlearn outdated habits.