~100 people understand everything

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.