# Judgment İlgili Makaleler

HTX Haber Merkezi, kripto endüstrisindeki piyasa trendleri, proje güncellemeleri, teknoloji gelişmeleri ve düzenleyici politikaları kapsayan "Judgment" hakkında en son makaleleri ve derinlemesine analizleri sunmaktadır.

Sequoia Capital: The Next Trillion-Dollar Company Doesn't Sell Software, It Sells Outcomes

Sequoia Capital partner Julien Bek argues that the next trillion-dollar company will not sell software tools, but will instead sell outcomes directly. For every dollar spent on software, companies spend six dollars on services. As AI drives the cost of "doing" toward zero, the real opportunity lies not in Copilots (assistive tools) but in Autopilots (fully automated work delivery). The key distinction is between "intelligence" (rule-based tasks like coding or data translation) and "judgement" (tasks requiring experience and intuition). AI is increasingly capable of autonomous intelligence work, leaving judgement to humans. While Copilots sell tools to professionals, Autopilots sell the final result to the end customer. The optimal strategy is to target outsourced, intelligence-intensive tasks first. Outsourcing indicates a company is already comfortable with external party handling the work, has a dedicated budget, and buys results. Replacing an outsourced contract is a vendor change; replacing internal staff is a reorganization. The article maps high-opportunity verticals by their intelligence/judgement mix and outsourcing prevalence. Major opportunities include: - Insurance brokering ($140-200B): Highly standardized,智力-intensive. - Accounting & Auditing ($50-80B outsourced in US): Facing a structural labor shortage. - Medical billing ($50-80B outsourced): Rules-based medical coding. - Claims adjusting ($50-80B): Often outsourced to third-party administrators. - Tax preparation ($30-35B): High智力-work, with regulatory moats. - Legal transactional work ($20-25B): Contract drafting, NDAs. - IT Managed Services ($100B+): Routine, repetitive tasks across many SMEs. - Procurement ($200B+): Automating neglected tail-spend supplier management. - Recruitment ($200B+): Target high-volume, low-judgement role matching. - Management Consulting ($300-400B): Harder to automate due to high judgement component. The conclusion is that while 2025's fastest-growing AI companies were Copilots, 2026 will see a shift toward Autopilots. Pure Autopilot companies have a window to capture vast service budgets by delivering work directly, unlike incumbents who may hesitate to automate their own customers' jobs.

marsbit03/11 04:46

Sequoia Capital: The Next Trillion-Dollar Company Doesn't Sell Software, It Sells Outcomes

marsbit03/11 04:46

Why Do I Feel Less Valuable the More I Use AI?

The article discusses the "Zhang Wenhong Paradox," named after a prominent Chinese doctor who refuses to integrate AI into hospital medical records. He argues that while he can leverage AI to review cases and spot its errors due to his decades of experience, young doctors who rely on AI from the start risk never developing the independent clinical judgment needed to verify AI's output. This highlights a broader anxiety among skilled professionals (programmers, lawyers, analysts): as AI handles 80% of execution work, they fear their remaining 20% of value may not justify their professional worth. The core argument is that AI acts as a multiplier: it amplifies existing skills (10x) but cannot compensate for a fundamental lack of understanding (0 x 10 = 0). True skill in the AI era is redefined as judgment—the ability to define problems, think structurally, and verify AI outputs. The author warns against outsourcing thinking to AI; clear, structured input is crucial to avoid "garbage in, garbage out." Furthermore, AI tends to output average, consensus-based answers, so deep, first-principles understanding is needed to challenge its suggestions and avoid mediocrity. Historically, tools like computers transformed professions (e.g., lawyers shifted from finding cases to crafting strategies). Similarly, AI is shifting human roles from "doers" to "validators" and "commanders" who integrate macro-strategy with micro-verification. The conclusion: this is the best era for independent thinkers who can leverage AI as a powerful tool, but it requires building a solid foundation of expertise to avoid becoming mere operators of the technology. The key is to "compete with AI in setting questions, not answering them."

marsbit01/19 12:08

Why Do I Feel Less Valuable the More I Use AI?

marsbit01/19 12:08

How to Become a Web3 Super Individual?

How to Become a Web3 Super Individual? A fundamental trend is emerging: individuals are replacing institutions as the core of value creation in the crypto industry. A "Super Individual" is a self-sufficient cycle of content creation, trading, and entrepreneurship, often augmented by AI as a cognitive partner. The convergence of AI and Crypto grants individuals systemic power. AI liberates cognition and creation (e.g., writing, coding, analysis), while Crypto liberates assets and identity (e.g., self-custody wallets, permissionless transactions). Together, they form a powerful flywheel: AI increases efficiency, and Crypto amplifies the results. Three primary paths exist: 1. **KOL (Content Creator):** Leverage trust and influence to access project allocations ("KOL rounds"). AI transforms content creation from manual labor into a systematic, "cognitively enhanced" workflow. 2. **Project Founder (Builder):** Use AI to efficiently solve problems and build MVPs, drastically reducing startup costs and enabling one-person companies. Success hinges on being an efficient "AI collaborator." 3. **Trader:** Evolve from manual trading to "Vibe Coding"—using natural language to instruct AI to generate executable trading scripts and tools. This automates repetitive tasks, allowing a focus on strategy evolution. Core competencies for a Super Individual are essential: * **Content Production:** The fundamental tool for amplifying influence. * **On-Chain Intuition:** The ability to use tools like Dune and Etherscan to gain an informational edge from raw blockchain data. * **AI Collaboration:** Mastering tools like ChatGPT and Cursor to perform tasks previously requiring a team. * **Independent Judgment:** Developing a personal framework for decision-making to navigate market noise, FOMO, and losses. A key enabler is **Vibe Coding**, which allows anyone to build applications using natural language commands for AI, making product creation accessible without traditional coding skills. The process involves describing a concept to an AI, which generates the code, followed by debugging and deploying the project. The consensus among industry KOLs is clear: Super Individuals are not天生的 geniuses but driven, ordinary people who leverage tools, practice self-driven learning, and focus on long-term compounding. The ultimate goal is to become a "value creator" rather than just a "value holder," finding security in one's ability to create value amidst the irreversible trends of AI and Web3.

深潮12/12 01:33

How to Become a Web3 Super Individual?

深潮12/12 01:33

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