Most companies are bolting AI onto old products. Notion did something much harder. It rebuilt itself from the inside out.
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The best business model in history is IP theft. A close second in terms of a pricing mechanism is 80% of the market leader for half the price. And DeepSeek and these Chinese open-way models claim they're 90% of the market leader for a third of the price.
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We are raising a generation of children who are growing up with AI and smart toys, and they tend to see these devices not as virtual assistants or technology, but as friends, distinct beings with a mind, a will and a soul.
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If I wanted to propose a grand synthesis for Americans to understand Shenzhen, it would be uh Detroit in its heyday of about 100 years ago to Silicon Valley today.
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