The post-AI era is a consumer software goldmine.
For the first time in a decade, the bottleneck has shifted from engineering capacity to taste and distribution. The long tail of consumer software — the ideas that were too small, too weird, or too specific to justify a team — is suddenly buildable by a few people in a few weeks.
We don’t think this is a bubble. We think it’s a decade-long expansion of what’s possible, and the studios that are organized for speed will own a disproportionate share of it.