In the AI era, the next great software distribution company won’t look like an app store For the last decade-plus, building a strong software business was mostly a game of scarcity. The hard part was assembling the capital, taste, engineering, and distribution to build one enduring app. The discovery systems we built matched that world: app stores, SEO, search bars, rankings, reviews, ads, marketplaces AI has blown up these constraints Soon, anyone will be able to generate software for anything: a workout injury, a work project, a personal workflow, a one-off analysis, a weird niche need only they have, maybe only in a single moment Some apps will last forever, but most won’t. Many will exist for minutes or hours, and be created even faster But just because software can be created at the speed of thought doesn’t mean everyone will become a developer. Most people won’t want to prompt, build, debug, deploy, or manage software. They’ll just want to be matched with the right tool for the job in front of them The same technological wave enabling software creation at scale is also breaking software distribution at scale. Search assumes the best answer already exists somewhere. App stores assume software is something you browse, compare, install, and keep In a world of personal software, the real question becomes: Who understands enough about me, or has earned enough trust from me, to know what software should exist for me right now? The next great app distribution companies may look less like search engines and more like trusted relationships Some will win by importing and processing personal context: your goals, constraints, calendar, body, files, workflows, history, collaborators, and intent. Others will win by exporting taste and trust: experts, creators, communities, agents, and brands that people rely on to decide what is worth using Either way, the new gateway won’t be a search box or an app store shelf. It will be the layer that recommends, assembles, routes, and personalizes software at the moment of need This is the new frontier: context, recommendation, trust, and distribution in the age of infinite software If you’re building platforms or experiences for this future, we want to meet you. Apply to @speedrun. Applications for SR007 close this weekend Application link below

The Year of Me Since the industrial revolution, humanity has been obsessed with economies of scale. That mindset unlocked incredible things: cheaper food, better shelter, global transportation. But my big idea is that 2026 is the year this flips. Generative AI makes true personalization cheap, fast, and universal, turning the “economy of scale” into an economy of self. Ask yourself: What happens when the most important products stop being mass-produced and start being made bespoke... for everyone? - What if education finally adapts to each child, with students learning at their own pace, getting extra support when concepts are hard, and advancing quickly when they’re ready? Mass classrooms force everyone into the same mold. Personalized learning lets every child reach their full potential. - What if wellness became truly individual? Instead of expensive personal trainers or lowest-common-denominator supplement packs, we could have dynamic, AI-generated health stacks tailored to your biology and updated in real time using wearable data. - And what if instead of being captive to a one-size-fits-all algorithm, your news, shows, and stories instantly adapted to your interests, values, and preferred tone? The biggest companies of the last century won by finding the average consumer. The biggest of the next century will win by finding the individual inside the average. 2026 is the year the world stops optimizing for everyone, and starts optimizing for me (and you!).