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Manfred Lueth

Manfred Lueth

The Gap Has an Owner

The Gap Has an Owner

Yesterday, Apollo's chief economist Torsten Slok posted in his daily spark newletter four reasons the United States remains "the best place to build a company": easier access to capital, a bigger market, a labor market that lets firms resize quickly, and lighter regulation that lets companies

More options is not less uncertainty (6/6)

More options is not less uncertainty (6/6)

This newsletter is a six-part sequence built on one anchor: AI is compressing the prototyping cycle — but faster technical iteration without parallel commercial assumption-testing doesn't reduce risk, it accelerates the gap. Perspective 5 takes that gap from one specific angle: more options is not less uncertainty.

The Gap Widens (5/6)

The Gap Widens (5/6)

This newsletter is a six-part sequence built on one anchor: AI is compressing the prototyping cycle — but faster technical iteration without parallel commercial assumption-testing doesn't reduce risk, it accelerates the gap. Perspective 5 takes that gap from one specific angle: more options is not less uncertainty.

The Demo Closes One Argument and Opens Another (4/6)

The Demo Closes One Argument and Opens Another (4/6)

This newsletter is a six-part sequence built on one anchor: AI is compressing the prototyping cycle — but faster technical iteration without parallel commercial assumption-testing doesn't reduce risk, it accelerates the gap. Perspective 4 takes that gap from one specific angle: the demo closes one argument and

Friction Was a Forcing Function (3/6)

Friction Was a Forcing Function (3/6)

This newsletter is a six-part sequence built on one anchor: AI is compressing the prototyping cycle — but faster technical iteration without parallel commercial assumption-testing doesn't reduce risk, it accelerates the gap. Perspective 3 takes that gap from one specific angle: friction was a forcing function. Each

Specification accuracy is not problem accuracy (2/6)

Specification accuracy is not problem accuracy (2/6)

This newsletter is a six-part sequence built on one anchor: AI is compressing the prototyping cycle — but faster technical iteration without parallel commercial assumption-testing doesn't reduce risk, it accelerates the gap. Perspective 2 takes that gap from one specific angle: specification accuracy is not problem accuracy.

The Compression Problem — AI & Prototyping (1/6)

The Compression Problem — AI & Prototyping (1/6)

This opens a six-part sequence built on one anchor (Perspective 1) AI is compressing the prototyping cycle — but faster technical iteration without parallel commercial assumption-testing doesn't reduce risk, it accelerates the gap. Each edition puts one assumption under the knife. None of them end with a