Building on this thread, here are two posts that both poke at the role of speed. “Familiar” is often good enough when you win on speed.
There’s now a compression between intent and execution. AI shrinks the distance between “I want this” and “it exists.” Anything that adds delay, abstraction, or ceremony inside that gap starts to feel wasteful. Familiarity works in many cases because AI fills in the execution gaps. You do not need to understand how the bike works to ride it.
AI is collapsing the value of traditional software interfaces, turning prompts into products. When anyone can generate a custom interface in minutes, the moat shifts away from UI and features toward things AI cannot easily replace, like data, trust, and networks (hello Glare!)
→ AI is the new UI. And it’s why software as a business is dying.
The market has largely caught up to standardized interfaces. A visually branded experience is no longer the differentiator it once was. The experience itself matters more.
It might look like the value of execution has dropped, but what’s really happening is a rise in familiarity without understanding. In many cases, understanding is optional. AI can do the work.
The risk shows up as stakes rise. You can see the same pressure hitting professional services.
→ Agencies are getting fired.
Companies want immediate execution under short-term pressure. They may be cutting agencies not because strategy is useless, but because long discovery phases and decks do not relieve the pressure they are under.
“The agencies that survive will remove work and deliver results fast, not sell thinking or presentations.”
That has always been true. AI is just accelerating it. People do not want to pay for familiar.
What is actually happening:
- The “strategy” is often undeclared tradeoffs (not decisions)
- The execution requested is relief from pressure (not task completion)
- Neither side owns outcomes (only activity)
That is why speed makes things worse (before it makes them better?)
Speed exposes:
- Lack of decision ownership
- Unclear success criteria
- Conflicting incentives