Meta
We think Meta is just a social feed where brands buy basic image advertisements. They are actually building an ecosystem where businesses can instantly generate custom applications using simple text prompts.
Product Design
Group audio calls are currently a chaotic mess of people accidentally interrupting each other. Discord is proving that spatial audio is the ultimate psychological fix that Apple and Meta will inevitably steal.
Artificial Intelligence
We spent the last decade building software that forced human employees to do all the heavy lifting. In the artificial intelligence era the only companies that survive will be the ones selling guaranteed business outcomes.
Product Design
Dating apps have a terrible business model where success means losing a customer. By transitioning successful matches into a post relationship ecosystem they can unlock an entirely new lifetime monetization funnel.
Artificial Intelligence
Everyone thinks artificial intelligence is a threat to the music industry. Streaming platforms secretly view generative audio as the ultimate tool to slash their royalty expenses and dramatically boost profit margins.
Technology
Analysts believe Apple has hit a wall with hardware innovation and extended upgrade cycles. The truth is they are quietly widening their pricing architecture to introduce a hyper premium tier that will redefine consumer luxury.
Economy & Markets
We assume disruptive technology companies permanently destroy the legacy industries they initially target. In reality the ultimate growth stage for these digital monopolies requires completely absorbing the exact traditional businesses they originally promised to replace.
Meta
We assume social media dominance relies entirely on refining software algorithms to capture passive attention. In reality Meta is building an absolute monopoly by forcing the internet to experience life exclusively through their proprietary physical hardware.
Product Design
We assume product managers understand their users by conducting endless corporate interviews and studying massive data dashboards. In reality the absolute best software is built by executives who quietly work part time jobs utilizing their own platforms.
We assume massive technology companies can map the physical world entirely through satellites and automated software. In reality the ultimate battle for local commerce will be won by deploying actual human ambassadors into the streets.
Product Design
We assume artificial intelligence will primarily spawn massive productivity applications and creative suites. In reality the absolute fastest growing consumer software sector is entirely dedicated to defending human identity against algorithmic surveillance.
Meta
We assume massive technology monopolies are constantly engaged in brutal combat for our digital attention. In reality the ultimate survival of the Meta advertising ecosystem relies entirely on the invisible hardware and software infrastructure built by Google.