Bill The Investor|Mar 09, 2026 22:09
GSD 2.0 is released, users suggest it to build something, it will build it. It sounds like 'democratizing AI', but in reality? Users provide product ideas for free, and AI works for free.
This is crowdsourcing disguised as democracy, which even saves the cost of crowdsourcing.
GSD stands for 'Get Stuff Done'. 2.0 means being able to independently complete complex tasks, no longer just an auxiliary tool. When users say 'help me build a trading robot', AI not only writes code but also deploys it online. Traditional software companies charging hundreds of thousands of service fees instantly become ridiculous.
The "crowdsourcing" model in history: In 2006, Amazon Mechanical Turk allowed people to do micro tasks to earn penny bills, and in 2010, Innocentive allowed scientists to solve problems without paying research and development fees. Every time, it is the 'free' users who create value, while the company takes away profits. GSD 2.0 just AI based this model.
It is precisely this narrative of 'AI working for free' that is the most dangerous. When everyone says' AI improves productivity ', productivity does indeed increase - but where does the profit go? The answer is: to go to companies that can use AI, not companies that do AI. Just like after the emergence of AWS, most of the cloud computing profits went to companies that use AWS, not AWS itself.
The true Alpha is not in the "AI track", but in "who can AI help make money". GSD 2.0 can independently build websites, apps, and trading systems - which means: 1) traditional software service providers are being revolutionized; 2) People who can raise demand become producers; 3) People who cannot provide demands are eliminated. The value chain is undergoing restructuring.
When AI can build autonomously, the standard of measurement shifts from 'who can program' to 'who can provide requirements'. Demand raising ability=literacy ability in the new era.
Will you make a demand? Or are you just waiting for someone to tell you what to do?
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