The New Constraint

AI can code, design and write better than most humans. What's the new bottleneck?

VCs are sensing a disturbance in the force:

"Apps are popping from $100K to $3M ARR in six months. I've never seen anything like it."

That's my friend Simon Menashy last week, but I'm hearing it everywhere. Here's what's happening...

The constraint has shifted.

“Ideas are cheap, execution is expensive” was the mantra. But execution just got cheap.

AI can write, design and code faster than any of us. And, honestly, better than most. It’s not enterprise-grade, but it’s good enough to validate an idea. (Or a thousand).

Vibe coding search volume spike

You don’t need millions to pay developers anymore – vibe coding apps spit out 50,000 new apps per day. So what’s the new constraint?

Knowing what to build.

Despite the Cambrian explosion of apps, users still only have 24 hours in a day and 3 priorities max. More apps = more competition for the same finite user attention.

So the new constraint is actually the old constraint – knowing what customers really want. Those "bite your hand off" use cases.

How many outcomes and features did you validate with users last week? The faster you learn, the sooner you earn.

What about your existing tech stack?

Don’t abandon it, but don’t let it slow your learning:

• Test ideas in ads and emails first. Which ones get engagement?

• Run landing page tests to see what people will sign up and pay for

• Build no-code prototypes for customer feedback first

Worried about brand confusion? Buy a throwaway domain for testing.

But here’s the thing – garbage in, garbage out.

Products succeed when they serve customer reality, not founder assumptions. So stop debating theories, start with users' Jobs to be Done.

I've put together a JTBD insights kit –  AI prompts, interview scripts and a framework for turning customer conversations into growth decisions. No charge.

Products are scaling to $3M ARR in six months – and there’s no reason they can’t be yours.

I hope this helps!