The Bottleneck Strike Again! (5 minute read)
AI speeds up coding, but product development doesn't have just one bottleneck. Constraints constantly shift between judgment, coordination, incentives, and learning. Due to this complexity, it is too early to say exactly how AI will reshape work, and making bold claims can often be misleading.
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The operational reality of marketing inside an AI company (3 minute read)
Treat marketing and growth in AI companies as a single operational system focused on compounding product adoption, rather than separate awareness and downstream funnels. Fal uses AI selectively for practical tasks to tighten feedback loops and accelerate decision-making, rather than fully automating marketing.
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Software is becoming marketing (8 minute read)
As AI lowers barriers to entry, software becomes more accessible and easier for outsiders to evaluate, which compresses pay and prestige. Product markets will likely shift toward services, with mid-market SaaS vendors declining, niche utilities rising, and a few aggregators dominating through trust and distribution.
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