June 2026

Validation Strategy

The best AI founders are disciplined, not excited

The founders most likely to build products that last are not the most excited about AI. They are the most disciplined about identifying which parts of the customer’s problem AI solves genuinely better than the previous approach, and which parts it merely makes cheaper to approximate. The distinction determines what to build and what not to.

Validation Strategy

Adding an LLM does not make it an AI product

Integrating an LLM into a product does not make it an AI product — it makes it a product with an AI feature. Customers adopt features differently than platforms, churn from them differently, and price them differently. Founders who miss this distinction build the wrong business model around the right technology.

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