Anish Acharya(@illscience):Sharing the deck we presented to our LPs last Friday with a snapshot of the broad market, AI applications, and consumer. Market Technology progress vs economic diffusion What if it isn't a bubble Moats are discovered, not designed Model (non)commoditization Apps Turning the intelligence primitive into economic outcomes Apps that benefit from different "minds" Company as a set of loops Shape of automation in the enterprise Consumer Headwinds to consumer AI Coding agents vs personal agents /loop make me happy Digital Mainstreet

2026.08.25 20:06

Sharing the deck we presented to our LPs last Friday with a snapshot of the broad market, AI applications, and consumer. Market Technology progress vs economic diffusion What if it isn't a bubble Moats are discovered, not designed Model (non)commoditization Apps Turning the intelligence primitive into economic outcomes Apps that benefit from different "minds" Company as a set of loops Shape of automation in the enterprise Consumer Headwinds to consumer AI Coding agents vs personal agents /loop make me happy Digital Mainstreet