Matt DeSimone
636 posts


When AI makes creation abundant, what is still scarce?
If building gets easier, then a lot more things get built.
If a lot more things get built, then a lot more things start to look substitutable.
And if substitutability rises, then the obvious question becomes:
what actually gets harder to replicate over time?
AI does not eliminate scarcity.
It changes where scarcity lives.
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Scarcity didn’t disappear — it moved
A lot of AI discourse sounds like a story about abundance. And in one sense, it is. AI creates abundance in creation. In output. In variation. In implementation.
But abundance in one layer does not remove scarcity everywhere else.
It usually makes other constraints more important.
If building a product becomes easier, then the scarce things start to look more like:
•attention
•trust
•participation
•liquidity
•proprietary behavioral signal
•and, honestly, founder judgment
In other words: AI makes it easier to create software, but it does not make it easy to create the scarce resources that software depends on.
That shift is easy to miss.
It is also where a lot of durable advantage starts to come from.
Because if many people can build something, then the question is no longer just, who can create it?
The better question is:
who can capture something scarce through that product — and keep compounding it?
That is the lens I find most useful.
Not “what features can I ship?”
But:
•what scarce resource does this product touch?
•is it well-positioned to capture it?
•and does the system get stronger as it does?
That scarce resource might be:
•real participation in a network
•trust between counterparties
•actual market liquidity
•behavioral data that only emerges through repeated use
•user habits that deepen over time
•or outcome data that makes the next decision better
That is the real shift.
As creation becomes abundant, advantage moves toward capturing and compounding what remains scarce.
And that is exactly why network effects and feedback loops become more important in an AI world.
Not because they are buzzwords.
Because they are two of the clearest mechanisms for taking scarce things — participation, trust, signal — and turning them into accumulated advantage.
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Introducing @variantui
Enter an idea and get endless (beautiful) designs as you scroll
No canvas, no skills or MCP, no constant prompting
Reply if you'd like 200 free designs to give it try
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@flutterflow @themoondesigner
The FF community doesn’t feel heard. Prove to us we’re wrong, and respond.
As a paying customer, it’s super disappointing to see what appears to be an abandonment of your community. Practically no new features are shipped anymore and what exists is barely maintained. Should we, as paying users, just cut our losses now and start building elsewhere? For example, after several months, FF still hasn’t updated to a Flutter version that allows testing in debug mode on physical device with iOS 26. Is that just never coming?!
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@adsafayet @zach_yadegari @blakeandersonw Do $100M+ products typically have typos like “Resently”? Kidding (kind of)! Really nice looking!
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After 10 years of failed startups, I’ve finally found the next trillion dollar company.
Introducing @VirioAI — the AI marketer for enterprise.
As a teen I made content that did 1B+ views/month…
…and earned <$10K.
That’s when I learned:
Views ≠ Pipeline
Likes ≠ Revenue
The problem wasn’t creating attention. It was turning that attention into revenue.
Virio is built to solve exactly that:
1) Tracks your sales pipeline & marketing initiatives
2) Plans targeted content across your entire GTM team
3) Deploys messaging tailored to each decision maker
To celebrate our launch out of stealth, I'm giving away our 16,456-word playbook that's generated $50M+ in pipeline.
Repost & comment "Virio" and I’ll share it with you in a few minutes!
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Who needs a @baseapp invite?
Reply below
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@ClairHawk_Cap Wells Fargo:
AUM = $1.9T
MC = $260B
MC/AUM = 0.14
BofA:
AUM = $1.6T
MC = $352B
MC/AUM = 0.22
Amount secured != Market Cap
Deutsch

$LINK Chainlink securing just $1 trillion in tokenized assets, AI execution, and financial settlement with 300 million liquid tokens (assuming rest are locked up ) puts LINK at $3,300. At $10 trillion secured, that’s $33,000 per token. This isn’t hopium, it’s literally math. $1,000–$2,000 LINK is not only possible, it’s conservative. There’s no cap when you’re powering the rails of global finance.
Some might see the 33k and troll or laugh but all I’m saying is there is actually a numbers based logical way to get obscene targets on chainlink. That’s how much of a generational asymmetric opportunity this is.
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