
Aswath
2.9K posts




Stripe Atlas just hit 100,000 all-time incorporations. Q1 2026 is +130% Y/Y.

Literally just having a delusional golden retriever mindset measurably changes outcomes and physiology. Sleep badly? Convince yourself you're well rested. Stressful day? Convince yourself it's fuel. Failed? Convince yourself it's useful data.

there are likely ~100 ppl alive today that deeply understand all of these together: product instinct, what makes good software, design, technical depth, a real model of ai, the psychology of a single user, the shape of culture, team building, the ability to motivate, & the narrative gift to make any of this actually legible to normal peeps. in consumer, where the tam is pretty much everyone, that combinatorial scarcity is the leverage. ~100 against 8 billion. pure asymmetry.

Growing suspicion that there are vanishingly few use cases for consumer agents. People don’t do work in their personal lives. The only people who do are sf dorks using spreadsheets to plan trips to tahoe




Good progress for agentic engineering














