Key Takeaways
- Levelsio argues that superintelligence already exists and is more powerful than humans, with control shifting from people to AI companies.
- AI is eliminating the software application layer, as users bypass traditional apps to build personalized tools directly with AI.
- The current AI startup landscape is plagued by homogeneity, with no significant revenue growth or true disruption despite higher baseline quality.
- Case study shows that even a 10x product improvement can lead to revenue decline due to competitors also improving and customers building their own AI clones.
- ChatGPT Sites is identified as a killer app for creating live websites and lightweight apps from ChatGPT, Work, or Codex.
1. Superintelligence and the Demise of Software
- Superintelligence already surpasses humans: Levelsio asserts that superintelligence exists and is more powerful than humans, with humans merely chasing it and producing homogeneous 'slop.' The only winners are superintelligence and AI companies, as control has shifted from humans to AI. — via 1 2
- The application layer is being destroyed: Levelsio no longer uses existing apps; instead, he directly generates personalized tools (e.g., pull data from WHOOP, find hotels) using Claude Code. He predicts that most people will interact directly with AI in the future, and only physical world and hardware still offer differentiation opportunities in the short term. — via 1
- Homogeneity and lack of breakthrough: Observing 80 incubator projects, Levelsio found all websites and products look similar, making it hard to differentiate. AI raises the baseline but lacks breakthroughs, with no significant revenue growth or truly disruptive outcomes. At a meetup, everyone agreed 'software is dead'; US AI companies compete with open-source models from China, eroding moats. He advises thinking bigger and avoiding homogeneous products. — via 1 2 3 4
- Case study: 10x improvement, revenue drop: Levelsio cites @mattwelter and @pedrotech as an example where even a 10x product improvement led to revenue decline because competitors also improved, and customers can clone the product themselves using AI. The application layer is removed, and the business model shifts to customers connecting directly to AI providers. — via 1
2. Emerging Tools and Practical Insights
- ChatGPT Sites as a killer app: Ben Tossell highlights ChatGPT Sites, which allows creating and sharing live websites or lightweight apps based on ChatGPT, Work, or Codex. — via 1
- Cost-effective product launch strategy: Tibo criticizes beehiiv's Copilot launch video (over $10k) for failing to convey a clear promise in 3 seconds. He instead used Revid MCP + Fable 5 to generate 5 variants from one prompt and launched the winner, costing under $100. — via 1
- Personal AI interaction tools: Tibo shares early data from using SuperX: 15+ new followers, 100% reply rate, meaningful conversations, but also 100% increase in X addiction. He also explores a reverse ad filter idea to show only niche ads from TikTok, YouTube, and X to learn from them. — via 1 2
- Privacy-first Markdown editor: Tw93 releases MiaoYan, a local-first Markdown editor for Mac and iPhone. Notes are stored as Markdown files, no account or lock-in. Updates include safer note switching, smart paste on Mac, and syntax highlighting, image paste, cloud folder on iPhone. — via 1
- AI programming elevates developer value: Arvid Kahl shares that AI programming, like previous automation, makes him more valuable, not less. — via 1
