Why top-down product bets fail in the AI era, according to VC Gabriel

gabriel1 · x · 2026-11-15

A thread arguing that big companies doing top-down product bets are in trouble because winning AI products are nearly impossible to predict and reshuffle every three months — Claude Code, Grok bot, OpenClaw and Lovable all started as one person with a vision. Even with copyable products and owned distribution, appointed leaders rarely match organically emerged ones.

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