Jon Xu
speaker
124 appearances
1 recordings
1 series
first heard Jun 2026
last heard 17 Jun
Jon Xu’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jun 2026 with 1.
Appearances
The goal is to do both at the same time in a tight loop.
Deep understanding of customer needs, then product delivery, then deeper understanding of customer needs,
than better product delivery.
Real customers using your product produces concrete data that will compliment your abstract knowledge, giving you a sense of whether what you're building is actually working.
Once you're going deep on an idea, there's several ways to validate whether it's worth continuing to work on.
The most obvious one is pull from customers, but there's several other qualities of good ideas in the AI era that you should look out for as you go.
The first is that the idea sits at the edge of what models can do today.
This might mean that your product barely works on today's frontier models, but will clearly improve as they get better.
You should understand the bottlenecks impeding your product's performance,
intimately.
If a particular bottleneck doesn't clear the way you hoped, solving that might become the company.
This is a version of Paul Graham's well-known quote that you should live in the future and then build what's missing.
The second quality of a good idea is that it should verticalize.
By this, I mean that it should ultimately sell an outcome.
For example, providing insurance or medical care rather than just software.
In the AI era, the cost of producing software is going to zero.
So the things that actually become valuable aren't just software for X. They're customer trust,
licenses, regulatory permission, and outcome ownership.
So if you want to get into the insurance space, don't build software for insurance companies.
Just be the insurer.
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