Sep 30, 2025

Erik’s Newsletter: A Faster Horse Can Still Win

Issue #83

🗓 Today at a Glance

  • Quote: The measure of intelligence is the ability to change

  • Reading: Automated local newsletter makes $500k/yr

  • Podcast: How Elon Works

  • Tweet: Sell products to women

  • Idea: Jobs to be done in AI are writing, tutoring, and answering questions


💬 Quote I’m Pondering

“The measure of intelligence is the ability to change.” — Albert Einstein

Intelligence is less about what you know and more about how fast you adapt. If you can’t adjust when reality shifts, knowledge doesn’t matter.


🧠 What I’m Thinking About

  • Humanoid robots in residential.

    • What are the near-term tasks?

    • Near-term tasks might be safety checks, pet and plant care, and elderly support.

    • Medium-term tasks could be dishwasher loading, folding laundry, tidying, and meal prep.

  • Replace wasted time.

    • Wasted time is car time and scroll time. Replace it with train, bike, or walk time. Pre-pack micro-tasks. Dictate drafts with voice. Swap feeds for audiobooks, swap phone for Kindle.
  • How do you get to the truth if numbers lie?

    • Data misleads when definitions are sloppy, when selection is skewed, or when measures become the target.

    • Some fixes: interrogate definitions, red-team the opposite case, look at the source data.

  • PMs must be storytellers.

    • Use AND–BUT–THEREFORE:

    • AND: the world as it is

    • BUT: the tension

    • THEREFORE: the decision and the vivid proof you can ship this week

  • How much of yourself have you fired?

    • How many AI employees have you hired? Track hires: research assistant, meeting scribe, data analyst, PRD drafter, QA copilot.

📚 What I’m Reading


🎧 Podcasts Worth Your Time

How Elon Works
//founders
Ruthless throughput, insane context switching, zero tolerance for “status green, product red.”

Btw, the Founders podcast ads are AMAZING. They are directly integrated into the podcast rather than a scene cut.

**Alpha School
**//investlikethebestPodcast on the future of education, which I would totally send my daughter to, but the nuggets in this are within the wisdom:

  • Anything is possible. You have to prove this to yourself.

  • On values: if someone cannot say or argue the opposite, it’s a wasted statement, e.g. “we have integrity”


🐦 Tweets That Made Me Stop and Think

  • Aaron Levie on speed of execution. Companies stall when they confuse consensus with progress.

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](https://substackcdn.com/image/fetch/$s_!UG9F!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fdcb5f77a-cea2-4f7f-8189-d24997080472_727x1160.png)

  • Sell products to women. Women control most consumer spending. Many products ignore them. Design with women in mind if you want scale.

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](https://substackcdn.com/image/fetch/$s_!fnqc!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F3abb8104-ece6-4cdf-9c77-e1aa40e4407d_719x380.png)

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](https://substackcdn.com/image/fetch/$s_!f7Fs!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F90717cd4-3253-4c8e-8b7c-204951c9a92b_719x191.png)

  • We need PMMs. PMMs crystallize positioning, say one thing clearly, and arm sales with a story.

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💡 Idea I Can’t Get Out of My Head

What people use ChatGPT for (sample of 1.1M conversations, May 2024–June 2025):

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Two business opportunities:

  1. Build specialized vertical products in the two biggest buckets (writing and practical guidance), e.g. AI-first tutoring platforms or writing co-pilots with deeper workflow integration.

  2. Create “multi-modal learning” tools that fuse writing, guidance, and multimedia: capturing overlap between the top three use cases while differentiating from generic chat.