WEBVTT

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10 days. That's all it took. A team of just four

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people at Anthropic shipped a full feature. They

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called it co -work. Four people in 10 days. And

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you have to contrast that with what's happening

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right now in most companies, where teams are

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probably spending 30 days just to make a roadmap.

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Just to plan the pilot? Just to plan it. It's

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wild. It really is staggering. It feels like

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two completely different worlds operating at

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the same time. I think they are. And the gap.

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It's not talent. It's not about who has the smarter

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engineers. No. It's a mindset gap. It's all about

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what's expensive and what's cheap in, you know,

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2026. Welcome back to The Deep Dive. It is Sunday,

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January 25th, 2026. And if you're feeling a bit

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overwhelmed professionally right now, I think

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it's safe to say you're not alone. It feels chaotic.

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It really does. But we're looking at this amazing

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piece from Max Ann today. And his whole argument

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is that the chaos, it's not random. It's a symptom.

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He says the bottleneck of work has moved. Exactly.

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For decades, the hard part was doing the thing,

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the execution. Now, that's the easy part. And

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that one little shift is breaking. Well, everything.

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So today, that's what we're going to unpack.

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We'll look at why execution is basically a commodity

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now, what the new constraints are, because they're

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not what you think. Right. Not coding or writing.

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And then we'll walk through these eight what

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he calls toxic rituals that we all need to break.

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Sounds good. I want to start with this idea of

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the inversion of cost, because I think for most

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of us, we still have this. this trauma almost

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from how slow and expensive projects used to

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be. Oh, absolutely. I mean, for the last, what,

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30 years? Execution was the most expensive thing

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you could buy. People's time, engineering hours.

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It was also precious. Right. And so we built

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all these processes around it, like walls to

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protect this very expensive resource. We had

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to. It was like a bank vault. You don't just

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leave the door open, right? So we invented the

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PRD, the product requirement document. We had

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approval gates, endless planning meetings. And

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that all made sense. It made perfect sense. If

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it takes a developer... It can show it's the

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right one. But now, here we are. 2026. And that

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whole ratio has just completely flipped. AI made

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execution cheap, almost free, almost instant.

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The source brings up Cursor, the AI code editor.

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I think most people have heard of them. For sure.

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But look at their growth. They went from $1 million

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to $500 million in revenue faster than any company

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in Sauce history. And the way they work, launching

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a huge new product isn't some big stressful thing.

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It's just. It's just another Tuesday. Wow. That's

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wild. Because execution isn't their bottleneck.

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And this gets to a really core concept, the manufacturing

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principle. Okay, let's pause on that because

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it's so important. The article says bottlenecks

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don't disappear, they just move. Can you break

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that down? Sure. Think of an old car factory.

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The slowest part of the line, the bottleneck,

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is attaching the wheels. It takes three people

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20 minutes. Okay, so you've got cars piling up,

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waiting for wheels. Exactly. Now you invent a

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robot that puts wheels on instantly. Snap. Done.

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Problem solved. Well, you solved that problem.

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But does the factory now make infinite cars?

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No, because now they're all piling up waiting

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for, I don't know, the engine to be installed.

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Exactly. The bottleneck moves. That's the whole

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theory of constraints. You fix one thing and

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it just reveals the next slowest part of the

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system. So for the last 20 years. The wheel attaching

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was the coding itself. It was. That's what took

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all the time and money. And now AI has basically

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given everyone an instant wheel attaching robot.

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So the bottleneck has just shifted violently

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to what comes before the code and what comes

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after. So if building the thing is no longer

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the hard part, where did the difficulty go? It

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moved to clarity and distribution, knowing exactly

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what to build and getting it in front of people.

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Okay. So the value is on the what, not the how.

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That's the entire game now. So let's dig into

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that. Max Am points to four new constraints.

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The first one is clarity. Right. He calls this

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the billion dollar question. When you can build

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anything with a single prompt, the danger isn't

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that you can't build it. It's that you'll build

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the wrong thing. Very, very fast. He says that

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writing a PRD now often costs more in terms of

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time than just. building a prototype. Now, I

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have to say, I can hear a thousand product managers

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just yelling right now. You can't just stop writing

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requirements, can you? That's chaos. I think

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the argument is more about the format of the

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requirement. A 10 -page document is just words.

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It's squishy. It's open to interpretation. But

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if I can prompt an AI to build a rough version

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of the interface in 10 minutes, That's not open

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to interpretation. The prototype is the requirement.

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The code is the spec. So the document is now

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the waste. The document is the expensive part.

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Yeah. Which leads right into the second constraint

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he mentions. Ambition. This one's more psychological.

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When shipping was hard, you got maybe three or

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four big swings a year. So you had to be careful.

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Yeah. You played it safe. But if you can shift

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something every 10 days. That's 50 swings a year.

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The risk isn't failing anymore. The risk is just

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timidity. It's thinking too small. He uses that

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horseless carriage analogy. Yeah, it's a classic.

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When cars first showed up, people just saw them

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as carriages without the horse. They didn't really

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reimagine what transportation could be. And a

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lot of us are doing that with AI right now. Totally.

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I mean, I have to admit, I mostly use it to write

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my emails a little faster. Me too. We're just

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putting a motor on the same old workflow. We're

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not asking the bigger question, which is, why

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are we even sending emails at all? Okay, third

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constraint, distribution. This one is huge because

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if anyone can build a product, the product itself

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isn't your competitive advantage anymore. It's

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not the moat. And the example is Cognition, who

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made Devon. They partnered with Infosys. Which

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seems so weird at first, right? This cool, cutting

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-edge AI company partnering with this giant kind

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of traditional consulting firm. Because Infosys

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has access. They have a 300 ,000 -person sales

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and distribution network. Exactly. It's a signal

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that the value has flipped. The magic box AI

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model isn't the rare asset anymore. The human

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network is. The relationships. So distribution

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is the new moat. The code is just the water.

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Perfect way to put it. Which brings up the last

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constraint. Relationships. He has this great

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line. You can't vibe code trust. I love that.

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It's so true. Tools change. Platforms change.

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The only thing that lasts is human trust. AI

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can't automate that. It sounds like we are shifting

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from engineering problems to human problems,

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doesn't it? Technology became easy, so judgment

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and connection became the premium assets. Okay,

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so the world has changed. Yeah. But most of us

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are still working with habits from, you know,

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2015. Toxic rituals. Toxic rituals. He lists

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eight of them. And I have to admit, this part

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of the article made me squirm. Because I looked

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at this list and realized, I'll probably do three

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of these this morning. It's very uncomfortable

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reading, yeah. Let's do the first four. They're

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all about action over permission. The first one

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is the permission loop. Ah, yes. The old check

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a line, get buy -in dance. Which, again, made

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sense when a mistake was super expensive. But

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now, asking for permission often takes longer

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than just doing the thing. He mentions a tool

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called Manus. Yeah, what was that? It's a tool

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that builds a presentation for you while you

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are in the meeting talking about it. Whoa. So

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by the time you've finished asking for permission

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to build the deck, the deck is already done.

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That just highlights the absurdity of the old

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way. But okay, let me play devil's advocate.

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If everyone just defaults to doing, doesn't that

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just create total chaos? It might, but the cost

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of that chaos is low. That's the key. If I build

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the wrong thing in an afternoon, we just throw

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it away. Who cares? If I spend three weeks in

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meetings getting permission to build something

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and then it's wrong, that's a huge waste. So

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ask for forgiveness, not permission. That's the

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new rule, which connects to habit number two.

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Polish as procrastination. Oh, this is a tough

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one for perfectionists. The old 80 -20 rule.

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Spending 80 % of your time on that last 20 %

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of Polish. And that's a waste of time. It's a

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defense mechanism. It's hiding. The new advice

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is ship ugly. Look at Notebook LM from Google.

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It wasn't perfect when it launched, but they

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got it out there, got feedback, and made it better

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in public. Okay. Habit three is one I think everyone

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will feel. meetings as default. The silent killer

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of productivity. A one -hour meeting with six

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people isn't one hour. It's six hours of execution

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time gone forever. The fix he suggests is to

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replace meetings with demos. Yes. Code is a way

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of getting ideas into contact with reality. Instead

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of arguing about a theoretical feature, just

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build a rough version and show it to people.

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You can't argue with something that works. Number

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four, structured waiting. We used to think waiting

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was, you know, a neutral part of the job. You

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send an email, you wait. And now? Now waiting

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is a blocker. If you're blocked, you make a provisional

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decision and you just keep moving. You assume

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the answer is yes because the cost of being wrong

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and fixing it later is now lower than the cost

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of waiting. This feels uncomfortable for people

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who pride themselves on being careful, right?

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It is, but caution has become a tax on speed

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safety now comes from iterating, not planning.

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Well, speaking of planning, let's get to the

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next four habits. Number five is inverted planning

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and doing. And I have to say, I love a good plan.

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I love a roadmap. I know. It feels so responsible,

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doesn't it? It feels like you're doing work.

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But this flips that on its head. We used to think

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planning was cheap and safe and doing was expensive

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and risky. Now it's the other way around. Planning

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is the luxury. It's expensive because our predictions

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are almost always wrong. Execution, though, is

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cheap, and it gives you real, actual data. So

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his advice is to cut planning by 90%. 90%. I

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know it sounds insane, but the idea is to let

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reality inform your plan, not the other way around.

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Build something, see what happens, and then make

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your plan. Which connects to habit number six,

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the deck instead of the demo. Slides are just

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too slow. They hide the truth behind bullet points.

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A working prototype answers questions way faster

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than a 30 -slide deck. We hide behind decks.

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It feels safer. Safer for our egos, maybe? Not

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for the business. Okay. Habit 7. Consensus before

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action. This is that fake alignment we all know.

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You're in a meeting. Everyone nods and says yes.

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And then nothing happens. Exactly. He says, I

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tried X, and here's what happened. Is way more

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persuasive than, let's all agree to try X. Results

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create consensus. Arguments don't. And the last

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one, number eight, hoarding until ready. This

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is the big ego check. We hide our work because

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we don't want to look stupid. We don't want to

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show something that's broken. But showing half

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-finished work saves you from what he calls quiet

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mistakes. I like that term. It's great. A quiet

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mistake is when you spend a month building something

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perfectly, only to find out nobody wanted it.

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If you'd just shown the ugly, broken version

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on day three. Someone would have told you. So

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the logic is that showing something broken today

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is better than showing something perfect next

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month. Yes, because by next month, the market

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or the tech has already moved on. We've covered

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a lot of ground here. I want to address the skeptics

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when we come back, because I know someone listening

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works in, say, health care and is thinking this

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all sounds really reckless. We'll be right back.

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We're back. So we've been talking about breaking

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all these old habits, shipping ugly, skipping

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meetings, acting without permission. But I have

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to represent the person listening who's a surgeon

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or a compliance officer at a bank. Right. They're

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thinking, if I ship ugly, people could die or

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I could go to jail. And that's a completely fair

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point. The argument isn't to use AI to, you know,

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hallucinate a bridge design and just start building

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it. So this doesn't apply to high stakes fields.

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I think it does. The challenge is to really ask

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yourself. How much of our process is actually

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required for safety or by law? And how much is

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just tradition? How much is just the way we've

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always done things? Right. Is that meeting a

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legal requirement or is it just a habit? Exactly.

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You can have compliance without a 30 -day roadmap.

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The document isn't the safety. The actual safety

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protocols are the safety. And this all comes

00:12:23.240 --> 00:12:25.659
back to velocity. It really does. The tools are

00:12:25.659 --> 00:12:28.500
basically equal now. Everyone has the same AI

00:12:28.500 --> 00:12:30.460
models. You have Claude, I have Claude. So the

00:12:30.460 --> 00:12:33.399
only real differentiator left is velocity. And

00:12:33.399 --> 00:12:35.580
it's not just about being fast for the sake of

00:12:35.580 --> 00:12:37.659
being fast. No, that's such a crucial point.

00:12:37.799 --> 00:12:41.039
It's not about speed. It's about learning. Velocity

00:12:41.039 --> 00:12:44.539
multiplies intelligence. It just compresses your

00:12:44.539 --> 00:12:47.240
learning cycles. So if you can iterate... 10

00:12:47.240 --> 00:12:50.039
times while your competitor iterates once. You're

00:12:50.039 --> 00:12:52.620
going to learn 10 times faster. The winners are

00:12:52.620 --> 00:12:55.080
going to look like Anthropic and Cursor. They'll

00:12:55.080 --> 00:12:56.899
be shipping while everyone else is still in a

00:12:56.899 --> 00:12:59.059
planning meeting. So is this just about moving

00:12:59.059 --> 00:13:02.080
fast or is it about learning fast? It's learning

00:13:02.080 --> 00:13:04.720
speed allows you to fail small so you can succeed

00:13:04.720 --> 00:13:07.139
big before anyone else starts. OK, so let's try

00:13:07.139 --> 00:13:09.580
and bring this all home. We started out saying

00:13:09.580 --> 00:13:13.220
that 2026 feels chaotic. And the argument is

00:13:13.220 --> 00:13:16.330
that the chaos is just friction. It's the friction

00:13:16.330 --> 00:13:19.250
of using old habits in a totally new world. It's

00:13:19.250 --> 00:13:21.210
like trying to put a horseshoe on a Tesla. Right.

00:13:21.330 --> 00:13:23.370
It doesn't work anymore. The big takeaway then

00:13:23.370 --> 00:13:26.809
is that execution is no longer the hard part.

00:13:27.750 --> 00:13:31.529
The bottleneck moved to clarity, knowing what

00:13:31.529 --> 00:13:35.370
to build, and distribution, getting it seen.

00:13:35.610 --> 00:13:38.090
And to deal with that, we have to shift our whole

00:13:38.090 --> 00:13:41.590
mindset from permission and planning to default

00:13:41.590 --> 00:13:45.990
to doing. The PRD is dead. The prototype is king.

00:13:46.490 --> 00:13:48.590
It's a scary thought, though. Yeah. It means

00:13:48.590 --> 00:13:50.990
giving up all that busy work that feels so safe.

00:13:51.149 --> 00:13:52.870
It does. And that's the thought I really want

00:13:52.870 --> 00:13:54.750
to leave you with. All those meetings, all the

00:13:54.750 --> 00:13:58.129
slide decks, the endless emails, they feel productive.

00:13:58.470 --> 00:14:02.049
They feel like work. But are they? Or are they

00:14:02.049 --> 00:14:03.850
just a comfort blanket that's protecting you

00:14:03.850 --> 00:14:06.490
from the scary reality of actually shipping something?

00:14:06.649 --> 00:14:08.629
That is the question. So here's the challenge

00:14:08.629 --> 00:14:10.669
for this week. Look at your calendar. Find that

00:14:10.669 --> 00:14:12.009
next alignment meeting. You know the one I'm

00:14:12.009 --> 00:14:13.840
talking about. We all have one. Cancel it. And

00:14:13.840 --> 00:14:16.600
just use that hour to build the ugliest, roughest

00:14:16.600 --> 00:14:18.559
version of the idea you were going to talk about.

00:14:18.740 --> 00:14:20.740
See what happens. Thanks for diving in with us.

00:14:20.779 --> 00:14:21.399
Until next time.
