For thirty years, the dominant logic of Western business has been simple: move fast and break things. The first mover has the advantage. Scale before you’re ready. Ship before it’s perfect. Ask forgiveness later. This thinking has produced extraordinary wealth and genuine innovation. It has also created a generation of companies that mistake velocity for value, and are only belatedly discovering that the two are not the same thing.
AI has effectively disrupted the disruptors. Speed is now free, which means, for the first time in history, speed is worthless. The ability for anyone to generate strategy, code, or creative work in seconds effectively filled in the moats built on blitzscaling overnight.