Welcome to Edition 8 of Superfluid: Flow State where I curate the smartest takes on startups, AI, and capital allocation from the 75+ articles I read every week. I’ll give you the key insight from three of the best pieces that I consumed over the last week that you can immediately apply to your business (in <2 minutes).
Feel free to hit reply and let me know what you thought of this week’s article. I respond to every email.
Today’s word count: 413
Read time: 1 min 51sec.
The Chinese concept of 天 地 人 (Tian-Di-Ren) captures the three forces that shape every great work: Heaven (mastering timing), Earth (the right environment), and People (who you build with).
Across a 50-year career, you likely only have 12 shots at creating something truly great. You only need to be right once. But to win, you have to know how to spot a “live” shot early.
The best opportunities feel like a pull, not a push. Momentum should be self-evident where people sprint without being asked and energy compounds daily. If you’re grinding just to convince yourself that something is working, that’s likely not your shot. You already have what you need to start; anything else you lack will be acquired through the sheer gravity of your momentum. If it feels like constant friction, stop pushing and wait for the pull.
There will only be four jobs by
AI is collapsing the traditional middle-management and “information processor” layers of tech companies. Yoni argues that we are reorienting into four primary archetypes:
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Slop Cannon (Vibe coders): High-velocity generalists who use AI to ship products and features at 10x the traditional speed.
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SREs/Infra: The deep technical experts who stitch the massive output of “vibe coders” into stable, secure, and robust systems.
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Hot People (Sales/Evangelism): The human face of the brand. In a world of automated “slop,” authentic human connection becomes a premium asset.
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Adults (Ops/Governance): The few remaining people responsible for keeping the chaos organised and the business on track.
You need to decide which of these four buckets you are filling before the market decides for you
If You’re Not First, You’re (Maybe? Potentially? Probably?) Last by
In emerging markets with mercenary capital and no lock-in, being first means nothing. But once a market matures and a leader has built compounding advantages such as liquidity, trust, network effects, you can quickly go from 60% share to 80 or 90%.
The lesson for founders: worry less about whether you’re first, and more about whether the mechanisms you’re building can compound over time and build structural advantages.
Forward this to a founder who needs better signal.
Thanks for reading! I’d love to hear what you thought about the format. Feel free to hit reply and let me know, I respond to every email.
Abhi