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https://cloudedjudgement.substack.com/p/clouded-judgement-22125-the-platform/comment/96815617

Founders Radar on Clouded Judgement

The Reinvention Loop analogy is spot on, history shows that true value creation happens when infrastructure and applications evolve together. The comparison to the cloud boom in 2011 is key. People called it a bubble, yet it laid the foundation for trillion-dollar companies. AI feels like a similar inflection point, where greenfield opportunities drive exponential growth, not just incremental improvements.



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Founders Radar on Clouded Judgement

https://cloudedjudgement.substack.com/p/clouded-judgement-22125-the-platform/comment/96815617

The Reinvention Loop analogy is spot on, history shows that true value creation happens when infrastructure and applications evolve together. The comparison to the cloud boom in 2011 is key. People called it a bubble, yet it laid the foundation for trillion-dollar companies. AI feels like a similar inflection point, where greenfield opportunities drive exponential growth, not just incremental improvements.



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https://cloudedjudgement.substack.com/p/clouded-judgement-22125-the-platform/comment/96815617

Founders Radar on Clouded Judgement

The Reinvention Loop analogy is spot on, history shows that true value creation happens when infrastructure and applications evolve together. The comparison to the cloud boom in 2011 is key. People called it a bubble, yet it laid the foundation for trillion-dollar companies. AI feels like a similar inflection point, where greenfield opportunities drive exponential growth, not just incremental improvements.

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      The Reinvention Loop analogy is spot on, history shows that true value creation happens when infrastructure and applications evolve together. The comparison to the cloud boom in 2011 is key. People called it a bubble, yet it laid the foundation for trillion-dollar companies. AI feels like a similar inflection point, where greenfield opportunities drive exponential growth, not just incremental improvements.

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