Bits are many orders of magnitude easier to move than atoms.

· Bits and Bobs 5/18/26
  • Bits are many orders of magnitude easier to move than atoms.
    • That means software development runs at a pace layer many orders of magnitude faster than hardware development.
      • Software investors expect to see traction within 6 months.
      • Hardware investors expect to see traction later.
      • Non-tech investors in capital-intensive markets expect to see returns even slower.
    • Software has smaller MVPs due to bits being easier than atoms.
      • It's easier to upgrade software after shipping than upgrading hardware.
      • It's also easier for users to adopt software than hardware for the same reason.
    • The fixed clock speed is the ability of a human mind to comprehend.
      • Everything is paced relative to that.

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