Shipping Containers and Lizard Clicks

2025-09-22


Hey friends,

I joked to my wife that AI was in EVERYTHING now!

She laughed, I laughed, the fridge laughed... πŸ€–


Thinking Too Hard πŸ€”

I've largely stayed out of the AI/LLM speculative dialogue, and have just been quietly testing it on the side. The disruption is real, but the broad, sweeping, and sensationalist predictions have felt... disconnected? Unrealistic? (We were also supposed to have hoverboards in 2015.) I think we in the tech industry tend to take ourselves way too seriously.

Jerry Neumann makes the observation that AI is more like the shipping container than the microchipβ€” a late-wave innovation with rapid adoption and competition that drives a rate war. Ultimately, shipping containers only benefited a few, with the end users receiving the maximum benefit (higher margins, lower cost, faster shipping).

This feels like a more grounded prediction than most and more closely matches what I've seen so far, that the main benefit of AI is being passed through the knowledge-intensive companies and consumers. Neumann theorizes (and I'm tempted to agree) that the real wave will come from the opportunities these tools enable.

What opportunities have you seen through use of AI tools?


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