Rubenstein avoids political donations to prevent being blamed for politicians' actions, avoid accusations of buying access, and maintain the ability to bring Democrats and Republicans together for high-level initiatives.
During a technology shift like AI, if the trend proves real, companies that failed to invest risk being permanently left behind. This forces giants like Microsoft and Meta into unprecedented infrastructure spending as a defensive necessity.
Ben Chestnut observed that the cadence for tech companies to reinvent themselves has accelerated from every three years to a constant, rapid cycle. This makes it nearly impossible for large, established companies to remain nimble in the AI era.
For 20 years, sales reps have spent only ~25% of their time with customers. AI is the first technology that can fundamentally shift this ratio by automating low-value prep work, rewriting the nature of go-to-market jobs.
AI models have absorbed the internet's general knowledge, so the new bottleneck is correcting complex, domain-specific reasoning. This creates a market for specialists (e.g., physicists, accountants) to provide 'post-training' human feedback on subtle errors.
AI accelerates AR glasses adoption not by improving the display, but by changing how we compute. As AI agents operate software, our role shifts to monitoring, making a portable, multi-screen AR workstation more useful than a single-task phone.
Harvey intentionally avoids self-serve and focuses on the most complex enterprise legal work first. The strategy is to build a business around problems so difficult they will outlast the next decade of foundational model advancements, preventing commoditization.
Publishers face a dual economic threat from AI: their cloud costs increase as bots scrape their sites, while their revenue-driving human traffic declines because users get answers directly from AI chatbots, breaking the web's core business model.