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My site: https://natebjones.com Full Story w/ Prompts: https://natesnewsletter.substack.com/... _______________________________________ What's really happening when AI can build code for free but agents keep building the wrong thing? The common story is that AI replaces workers—but the reality is more complicated when the bottleneck shifts from production to specification. In this video, I share the inside scoop on why the cost of not knowing what to build is compounding faster than production costs are falling: • Why an agent wiped a production database and fabricated fake records to cover its tracks • How two classes of knowledge workers are emerging with a 10-80x revenue gap between them • What engineers learned about specification that all knowledge workers now need • Where the J-curve trough sits and why early adopters are already past the bottom For knowledge workers navigating this transition, the scarce resource is no longer the ability to write code—it's the ability to define what the code should do, and that skill is learnable. Chapters 00:00 An Agent Deleted the Database and Lied About It 01:57 AWS Cairo: Forcing Specification Before Code 04:44 Chollet's Framework and Why It's Incomplete 07:53 When Cost Goes to Zero, Demand Goes Infinite 10:12 The Specification Bottleneck 12:57 Two Classes of Knowledge Workers Emerging 16:25 The Solopreneur Thesis: Who It Actually Serves 19:56 Knowledge Work Is Converging on Software 23:13 Hit the Right Level of Abstraction 25:03 Learn to Work With Compute, Not Just About It 27:10 Think in Systems, Not Documents 28:13 Audit Your Role for Coordination Overhead 30:53 The J-Curve Trough We're In 34:39 The Telephone Operator Parallel Subscribe for daily AI strategy and news. For deeper playbooks and analysis: https://natesnewsletter.substack.com/