Reading up on BMW
3 deep · digging since feb 20
- Subscriptions Will Survive in Exactly Two Places
The subscription model survives only for genuine utilities and continuously-fresh-context services; the middle—static SaaS and exhausted catalogs—collapses as income shocks, context saturation, and AI repricing erode its math.
- AI is not a coworker, it's an exoskeleton
AI should be viewed as an exoskeleton that amplifies human capability rather than a replacement, with manufacturing case studies showing reduced injury and effort.
- Stop Thinking of AI as a Coworker. It's an Exoskeleton.
Treating AI as an exoskeleton that amplifies human capability, rather than as an autonomous coworker, leads to better productivity and decision-making in product development.