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6 posts

Emergency Room and the Vanishing Moat

Aima Service refactoring retrospective. The product is like an emergency room—users don't care about the decor, only whether the doctor can treat them. Ran Claude Code and Codex in alternation for over a week, delivering 1.3 million lines of code. Looking back, the moat of code volume may already be gone.

5 min read

Growth Money Can't Buy

DeepSeek hit 100 million users with zero budget. Claude Code ships a version every day. DingTalk, Feishu, and WeCom copied the same feature within three days. The underlying logic of product competition has changed—money and volume are no longer decisive weapons.

5 min read

What Agents Lack Isn't Intelligence, It's Trust

Zero-friction onboarding plus extremely powerful AI intelligence—two pillars can't hold up a product. When users see an agent executing incomprehensible commands in the terminal, their first reaction isn't awe, it's fear. The missing pillar is progressive trust.

3 min read

Productivity Surplus, Structural Scarcity of Focus

Coding agents have driven implementation costs down to a few hundred dollars per day. The traditional ideation funnel logic no longer holds. The bottleneck has shifted from execution to hypothesis generation. People with ideas have become the scarce resource.

5 min read