The article explores how to handle massive, unpredictable societal changes, focusing specifically on the rapid rise of Artificial Intelligence. The author uses a mental model called “The Aliens Have Landed” to illustrate a high-impact event with completely unknown long-term consequences. The central premise is that in the face of such extreme uncertainty, individuals must focus on deciding what concrete actions to take rather than just passively discussing or worrying about the phenomenon.

Key Observations on the AI Revolution

• Skepticism towards insiders: Do not blindly trust the projections of people working in or profiting from the AI industry, as their views are inherently biased.
• Content degradation: The internet will be flooded with low-quality, AI-generated content. To cut through the noise, creators and professionals must focus on deepening their relationships and reach rather than just widening them.
• Rise of sophisticated scams: Expect a surge in highly convincing deepfakes and AI-driven frauds; vigilance and educating vulnerable family members are critical.
• The premium on the “Human Factor”: Because AI produces flawless but sterile content, human imperfections, raw authenticity, and genuine connection will become significantly more valuable.

What Will Not Change (The Inversion Strategy)

Applying Charlie Munger’s principle of inversion, the author suggests focusing on what will remain constant despite technological shifts to build a robust life strategy:

• Health and longevity: Physical fitness is becoming the ultimate status symbol and a necessary baseline for enjoying the future or enduring potential hardships.
• Sports in education: While the future value of specific academic skills is uncertain, sports will remain crucial for children to learn discipline, resilience, and the value of hard work—traits machines cannot replace.
• Asset ownership and financial independence: As AI potentially devalues traditional human labor, paying off debt, owning essential assets outright (like housing), and holding income-generating investments will be vital to safeguard your independence.

Key Takeaways

The main conclusion is that surviving the AI revolution isn’t about perfectly predicting the future. It is about ensuring you stay in the game by avoiding catastrophic choices, adapting as new information arises, and building a foundation on enduring human values and tangible assets.

Mentoring question

Considering the unpredictable nature of AI’s impact, what is one concrete action you can take today to build resilience based on things that will fundamentally NOT change? Source: https://52notatki.substack.com/p/kosmici-wyladowali-co-ai-zmienia

A staggering 51% of enterprise software licenses are currently unused, exposing billions in wasted spend and signaling the end of the traditional Software as a Service (SaaS) playbook. The enterprise software landscape is undergoing a radical transformation as we analyze the 2026 B2B SaaS market. The central theme of this shift is the death of the legacy human-operator model and the explosive rise of autonomous AI agents, forcing a complete reimagining of how software is built, priced, and valued by investors.

The Rise of AI Agents and the Fall of Per-Seat Pricing

AI has rapidly evolved from a supplementary feature to a core autonomous operator. By the end of 2026, 40% of enterprise applications will include task-specific AI agents that can perceive, plan, act, and evaluate without constant human input. This drastically reduces the need for human software operators, making traditional “per-seat” pricing obsolete—dropping to just 15% of the market. In its place, the smartest companies are pivoting to outcome-based pricing, charging for measurable results (such as resolved customer service tickets) rather than simple software access.

Market Consolidation and the Vertical SaaS Moat

Enterprises are ruthlessly slashing their SaaS budgets to eliminate software bloat, leading to a massive consolidation and M&A frenzy. Single-workflow point solutions are dying off, increasingly swallowed by major platforms like Microsoft and Salesforce. To survive this squeeze, companies are adopting a Vertical SaaS Moat. By specializing in specific industries (like healthcare or construction) and leveraging deep, proprietary domain data, workflow integration, and compliance infrastructure, these vertical solutions are successfully defending their territory and outgrowing general-purpose software.

The New Valuation Metrics: NRR and Profitability

The era of “growth at all costs” fueled by Annual Recurring Revenue (ARR) multiples is officially dead. Wall Street and investors now heavily prioritize Net Retention Rate (NRR) and efficient growth. Top-tier NRR companies can command up to a 24x valuation multiple, while those with poor retention struggle at a 5x multiple. Furthermore, to avoid massive valuation penalties, companies must master the Rule of 40 (your growth percentage plus EBITDA margin percentage must equal 40% or higher).

Key Takeaways

To succeed in this new paradigm, software vendors must ensure AI is the product itself—autonomously driving measurable outcomes—rather than just a taped-on feature. Survival in the 2026 landscape requires shifting to outcome-based monetization, building defensive moats with proprietary vertical data, and prioritizing customer retention and profitable growth over raw user acquisition.

Mentoring question

Is the software you are building (or buying) simply using AI as a supplementary feature, or is it fundamentally acting as an autonomous agent that delivers measurable business outcomes?

Source: https://youtube.com/watch?v=iAs6GDhkG6s&is=1vYHzD6j_UATAn2G