The Future is Tiny.

AI enables teams of 2-8 to operate like companies of 50-200. The 2 Pizza Company thesis.

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Small teams. Giant outcomes.

Amazon proved small teams win inside big orgs. AI proves they can win outside them too. The 2 Pizza Company is a team small enough to share two pizzas — and powerful enough to outperform companies 10x their size.

The cost of competence is collapsing.

Design, engineering, legal, marketing, ops — every discipline that once required a dedicated hire is now augmented or automated by AI. The skill gaps that justified headcount are closing fast. What used to take a department now takes a person with the right tools.

Infrastructure is API-shaped.

Payments, auth, hosting, email, databases — everything is a service you plug in. You don't need a platform team. You need taste. The companies that win will be the ones that assemble the right pieces, not the ones that build everything from scratch.

The bottleneck is judgment, not labor.

AI can write the code, draft the copy, generate the designs. What it can't do is decide what matters. Strategy, taste, and conviction are the new competitive advantages — and they don't scale with headcount.

What breaks at scale? Sustained attention.

The real challenge isn't doing the work — it's noticing what needs doing. The next wave of AI isn't chatbots. It's agents that watch, wait, and act. Systems that maintain the sustained attention no human team can.

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