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Building on my previous analyses of the AI landscape, Claude Code's rate limit announcement illuminates a profound truth about the AI revolution: we're not witnessing a demand bubble waiting to burst, but a supply crisis that could throttle humanity's greatest technological leap.
The risk isn't that people will stop wanting AI—it's that we can't build it fast enough.
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The weekly newsletter is in the spirit of what it means to be a Business Engineer:
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We always want to ask three core questions:
What’s the shape of the underlying technology that connects the value prop to its product?
What’s the shape of the underlying business that connects the value prop to its distribution?
How does the business survive in the short term while adhering to its long-term vision through transitional business modeling and market dynamics?
These non-linear analyses aim to isolate the short-term buzz and noise, identify the signal, and ensure that the short-term and the long-term can be reconciled.
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