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Skype demonetized long-distance telephony; Craigslist demonetized classified advertising; Napster demonetized the music industry. This list goes on and on. More critically, because demonetization is also deceptive, almost no one within those industries was prepared for such radical change.

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But if you sign up for moonshot thinking, if you sign up to make something 10x better, there is no chance of doing that with existing assumptions. You're going to have to throw out the rule book. You're going to have to perspective-shift and supplant all that smartness and resources with bravery and creativity.

The cost of reasoning is collapsing 10x faster than the cost of bandwidth did in the 90s. Society is moving from "AI as a tool" to "Intelligence as a Utility." When reasoning is too cheap to meter, the only bottleneck left is the physical world. This is why Optimus is the most important product in history. It’s the bridge from digital abundance to physical reality.