Categories
AI Stanford

The Unit of Production Just Collapsed

The lecture was a Stanford CS session, AI-native companies, Garry Tan walking through what it now takes to build something. He’d rebuilt his old startup, Posterous, in five days on a modest Claude plan. A thing that once required a team and a runway. He said it matter-of-factly, the way you describe something that’s already obvious to you and hasn’t yet reached everyone else.

The argument Tan and his colleague Diana Hu were making wasn’t really about AI. It was about the economics of effort โ€” specifically, what breaks when the cost of turning an idea into a working thing falls by an order of magnitude.

Their framing: AI-native organizations running as closed-loop systems, agents with access to the real artifacts of work, able to iterate without the error-accumulation that comes from handoffs and headcount. Revenue-per-employee ratios of a million dollars or more, with live examples already in the YC portfolio. Document processing, logistics, voice agents for specialized workflows.

What I kept hearing underneath all of it was a quieter claim: the mental model of what a startup requires is wrong.

Or rather, it’s right about the past and increasingly wrong about the present.

The assumptions embedded in “I can’t do this alone” or “we’d need to hire for that” or “we don’t have the bandwidth” โ€” those are load-bearing assumptions, and the load is shifting.

I have some small version of this โ€” not as a founder, but as someone who retired into curiosity. The blog, the reading, the daily effort to keep up with what’s moving: each one is a practice in staying oriented while the map keeps changing.

What I notice is that the constraint has shifted. It’s not information anymore. It’s not even tools. It’s the capacity to ask better questions of the abundance, to know what matters when everything is accelerating.

That’s the thing I find unsettling, yet also genuinely interesting: the skills that remain irreplaceable are the hardest ones to teach, and the hardest to evaluate in yourself. Knowing what matters. Recognizing when an output is almost right and almost wrong. Setting direction in ambiguous conditions and being willing to be wrong about it. These were always the valuable things. They were just obscured by all the coordination overhead that surrounded them.

The students in that Stanford course were asked to build something called a One-Person Frontier Lab โ€” use the best available tools to extend your own reach over ten weeks. It’s framed as an academic exercise. It doesn’t feel like one.

But I’m not building. I’m mostly watching, and thinking about what this radical new fermentation does to everything downstream โ€” to labor markets, to what a company even is, to how we’ll organize work and meaning when the old unit of production no longer applies. Those are slower questions. But they’re the ones that feel urgent to me.

The old excuses are getting lighter. Not that everything is possible โ€” but that the weight of the usual constraints has changed.

What you choose to build, and whether you choose to build it at all, is more purely a decision than it used to be. That’s either clarifying or terrifying, depending on the day and my mood.

Categories
Etiquette Founders

How to Be in a Room

I happened to notice this in a post on X: Slow Ventures ran a 4-hour etiquette class for founders. This is actually a brilliant idea. A non-trivial amount of founders (and VCs) could use some help in this department.

So I asked AI: what would a course syllabus for something like this look like? Below is the response (which I quite like!):


This is a genuinely good idea โ€” etiquette as a business skill is perennially under-taught, especially for technical founders who may have gone deep on product/engineering but shallow on navigating rooms. Here’s how I’d structure a day-long or modular course built around the Slow Ventures premise.

Founder Etiquette โ€” A Field Guide

4-hour intensive ยท 5 modules ยท lecture + role-play format

Morning Block โ€” First Impressions

Module 1 ยท 45 min โ€” The room before the meeting

Arrivals, introductions, and presence under observation

  • Timing: the cost of early vs. late
  • Handshakes, eye contact, the graceful exit from a name you missed
  • Business card and phone etiquette
  • How to work a room without appearing to work a room
Module 2 ยท 45 min โ€” Table stakes: dining fluency

The business meal as performance and ritual

  • Place settings, utensils, and the BMW rule
  • Who orders first, who orders what
  • Wine: fluency without performance
  • Dietary restrictions โ€” yours and theirs
  • The check: the ritual, the timing, the dodge
  • When and how to talk business at the table

Mid-Morning Block โ€” Communication

Module 3 ยท 45 min โ€” Communication that doesn’t leak desperation

Written and verbal signals investors actually read

  • Email: subject lines, length, tone, and the follow-up cadence
  • Reading the room on Slack/text vs. formal channels
  • The thank-you note โ€” when, how, why it still matters
  • Saying no, disagreeing, and delivering bad news
  • How to receive feedback without deflecting or over-agreeing
  • The exit from a conversation: graceful, not abrupt

Afternoon Block โ€” High-Stakes Scenarios

Module 4 ยท 45 min โ€” Investor relations: the long game

Board rooms, pitch meetings, and the unwritten VC code

  • Board meeting protocols โ€” who speaks, in what order
  • Managing up to your board without managing them
  • The warm intro โ€” how to ask, how to use, how to close the loop
  • Confidence vs. bravado: what the room hears
  • What to do when the meeting is going badly
  • Conference behavior: panels, hallways, and the after-party
Module 5 ยท 60 min โ€” The edges: cultural fluency and hard situations

Where etiquette meets judgment

  • Cross-cultural norms: Japan, Middle East, Europe, India โ€” the high-risk differentials
  • Power dynamics: how to behave when you have more (or less)
  • Navigating someone else’s social gaffe gracefully
  • Gift-giving: what to give, what never to give
  • The fine line between casual and sloppy in casual settings
  • Live role-play: difficult scenarios, coached debrief

A few things I’d stress if actually running this:

Module 3 is where the real behavioral work happens for founders specifically. The desperation signal leaks through email more than anywhere else โ€” the too-fast reply, the over-explanation, the follow-up that arrives four hours after the first message. That’s the stuff that’s hard to see in yourself.

One thing Slow Ventures probably got right: four hours is about the right ceiling. Any longer and you start to feel like you’re at finishing school, which kills the energy.


After reviewing this, I thought it might be useful to add two role playing scenarios to the course. Here’s what the AI recommended:

First, add this role play in after Module 2:

Role-play 1 ยท 20 min โ€” The wrong bread plate

Recovering from a gaffe without losing the room

A founder is taken to lunch by a partner at a firm they’ve been trying to get in front of for six months. It’s going well โ€” good rapport, the partner seems genuinely interested. Then the founder accidentally takes the partner’s bread roll, realizes it mid-bite, and has to navigate the next ten minutes without letting the gaffe collapse the energy in the room. Secondary layer: the check arrives and it’s ambiguous who’s hosting.

This tests everything from Modules 1 and 2 simultaneously โ€” table fluency, recovery under embarrassment, reading whether to acknowledge the mistake or absorb it silently, and the check ritual. Low-stakes enough to be funny, high-stakes enough to feel real.


Next, add this role play after Modules 3, 4, and 5:

Role-play 2 ยท 30 min โ€” The meeting that’s going sideways

Holding the room when the numbers missed

A founder is in a board meeting presenting quarterly numbers that missed. Midway through, one board member interrupts with a pointed question the founder doesn’t have a clean answer to. A second board member piles on. The founder has to hold the room โ€” not deflect, not over-apologize, not go defensive โ€” while also reading which of the two is genuinely concerned versus performing concern for the room. Cultural wrinkle: the more aggressive questioner comes from a context where directness reads as respect, not attack.

This pulls from Modules 3, 4, and 5 simultaneously. It’s the hardest scenario in the course and should feel that way. The coached debrief afterward is where most of the learning actually happens โ€” ending here means it lands with weight, which is the right note to close on.


More commentary from the AI:

The dining module is the most load-bearing. A remarkable amount of professional signaling happens at the table and most people don’t realize they’re broadcasting anything. The BMW rule alone (bread-meal-water, left to right, so you don’t eat someone else’s roll) is the kind of thing nobody tells you until you’ve already grabbed the wrong bread plate in front of a Series B lead. The live role-play after Module 2 brings this to life.

The live role-play in Module 5 is what separates a good version of this class from a mediocre one. You can lecture about graceful exits from bad meetings all day. Watching someone flail through one in real time, then getting coached on the spot, is what actually moves the needle.