@LinusEkenstam: I reckon we will see a massive exodus of ultra-smart founders... The ones who realise that either you're in the top 0.1…
Summary
Linus Ekenstam predicts a major exodus of top founders from digital to physical industries, citing signals like Daniel Ek's Neko healthcare venture and Midjourney Medical, while arguing that AI-driven automation will make writing code a relic of the past.
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Cached at: 11/02/26, 08:13 PM
I reckon we will see a massive exodus of ultra-smart founders…
The ones who realise that either you’re in the top 0.1% of businesses that will survive the digital renaissance, or you’re done.
These founders will move to the physical world, but that world plays by very different rules than the digital one.
This is why we will see an astronomical amount of innovation in physical products, and the signals are already there. I’d argue the move has been ongoing for some time.
If we just take a look at two strong signals in the med-tech space, we’ve got @eldsjal (Spotify founder), who is betting hard on @Neko, a completely new healthcare experience.
We also have @DavidSHolz from @midjourney, who made ripples a few months back when they unveiled Midjourney Medical, with the first thing they announced being “Ultrasonic CT” 😱
But this move from digital to physical isn’t isolated to health. I just think we’re seeing it so openly there because it’s such a big industry on its own, and one where you could potentially mimic the dynamics of the digital realm (one or two winners take all).
Daniel is no newbie to this. Spotify is, alongside Apple Music and YouTube Music, one of the largest streaming platforms on planet Earth. A clear winner-takes-all situation.
As more and more clever founders move from bits to atoms, they will challenge physical industries with everything they learnt from scaling software, and that will lead to new products and services we can’t even imagine today.
The other big move will be industrialists like @adcock_brett or @elonmusk who go all in, starting multiple companies with a lot of Venn-diagram overlap, and go hard on scale from day 0.
We will see this trend accelerate too, because being vertically integrated across industries, with similar atomic building blocks, will create the next class of centurion companies. The Rockefellers of tomorrow.
The exodus will accelerate alongside the ramp-up of digital automation, and there is nothing we can do about it except accept the change and try to hold on to something.
Writing code will be a thing of the past, just as telephone switchboard operator was once a whole class of job that no longer exists. Coding will see the same end, or at least shrink by many orders of magnitude.
We’re going to leave behind a world that looks nothing like the one we inherited, and that both excites me and saddens me.
But the irony of all this is that we might be moving back into the physical world after two decades buried behind our screens.
I wonder what we’ll call this time when our great-grandkids read about it in the history books.
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