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We used to see playbooks, courses or articles as assets
Now that feels slow and fragile. I’m sure you get bored reading/following it.
The world moves too fast for frozen knowledge:
Tactics break within months.
Channels flips overnight.
AI turns any static “how to” into autocomplete.
What matters now is not “the playbook you wrote,” but the system that keeps discovering, testing, and updating those plays in public with real people.
Solo founders are still worshipping the wrong thing
Everyone has access to the best models.
Everyone can vibe-code something in a few hours now.
What they don’t have is:
Your weird combination of scars, experiments, and instincts.
Your specific way of talking to users and interpreting their feedback.
Your ability to get a small group of people to care enough to build with you.
That’s the real “infra” now. Not tech, humans.
Why humans are the new scarcity
Bitcoin is capped at 21 million. Humans are capped at… you.
AI can spin infinite content, infinite mock startups, infinite fake personas. But the number of people who are actually doing the work and sharing the messy, non-optimized truth is tiny.
That’s why authenticity became a real advantage.
In a world where:
Anyone can ship a product in a weekend
Anyone can generate a “growth guide” in 30 seconds
Anyone can pretend to be an expert
The only asset that stays irreplaceable is:
Your lived experience
Your taste
Your relationships
Your communit
From playbook to apps (some haven’t really made that turn)
From apps to community (what I think is the 2026 MOAT)
So what do you do with this as a founder?
If you’re building in 2026, here’s what I’d optimize for:
Start with your idea, with the thing you’ve actually suffered through, tested, and obsessed over.
Design for humans, make it shareable on socials, make rankings, calls….
Turn your audience into co-builders
We’re in a weird moment where AI makes everything look easy and meaningless at the same time.
Anyone can ship.
Anyone can publish.
Anyone can pretend.
The only thing that doesn’t commoditize is the human behind the screen and the circle of people who decide to bet on them.
Who’s inside my orbit
What we’re learning together
And how we can turn that into living products, not dead PDFs
See you Thursday. Jeremy
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