we're entering a hardware supercycle that's just gonna turn an absurd amount of sci-fi into real products > most in silicon valley have concluded that software has no moat anymore because of AI > so now there's a major trend of people pivoting to hardware > which means tons more smart people + VC money chasing physical products > and that wave is arriving right as AI gives hardware entirely new abilities (products can now see, understand and react to the world) > suddenly there are thousands of new devices + robots worth building > the same AI helps small teams design, code and test those products much faster > it even enables individual hobbyists to basically vibe code cool DIY hardware at home > so the number of people capable of building physical products is just exploding > more products = more demand for the same core parts > more volume + competition = cheaper, better parts = even more products > the flywheel is flywheeling if 2011-2021 was the software decade, 2026-2036 will be the hardware decade