I think Blank's story is about a guy who missed a $20B market shift in defense VC, not a guy who failed to adopt AI.

He's not saying "add AI to your product" or "use AI or die" but more that AI has shifted institutional assumptions about tech stacks, defensibility and fundability. The bottleneck moved up the stack from engineering to judgment, insight and design.

Chris lost because he was heads down building while $20B in defense VC was flowing into his exact problem space and he didn't build the boat to capture that wave.

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lesostep 3 days ago | parent [-]

>> $20B in defense VC

"defense VC budget" seems like a generous way of saying "USA attack budget". Not everyone wants to deal with moral implications of building automation for that.

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ubauba 3 days ago | parent [-]

Chris might have good reasons to avoid defense. But Blank's point is that he didn't even know the opportunity existed. The issue is not really about a moral choice, more generally it's a situational awareness problem.

	▲	lesostep 5 hours ago \| parent [-]
		>> But Blank's point is that he didn't even know the opportunity existed His point is that, true. However, it relies on a big assumption. Blank confidently says that opportunities were missed, and he knows they were missed only because they weren't taken. My counterargument was "Chris could have chosen not to get involved. It's not necessary a lack of awareness on his part"