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Marc Andreessen made an observation on Lenny’s Podcast that’s been sticking with me:

As tools approach “superhuman” capabilities in narrow domains (like patent law), advantage no longer comes from speed alone. It comes from rare combinations of expertise.

Marc frames this as avoiding fungibility: not being great at one thing in isolation, but at the intersection of multiple domains.

In technical fields like patents, that intersection of expertise looks something like:

  • Understanding and isolating the real technical innovation quickly
  • Crafting a patent strategy and drafting claims that align with the company’s vision and roadmap (and its likely pivots)
  • Being fluent and creative with AI systems so expertise compounds over time, improving quality and freeing expert attention for the first two.

What’s interesting is how asymmetric this is over time.

When AI is used only as a drafting accelerator, everyone gets faster, but quality erodes. You get slop: dense paragraphs that read like patent language but don’t actually capture the technical insight or strategic intent underneat

But when AI is well designed as part of an integrated system of intelligence, teams with judgment pull away.

In the long run, speed is table stakes. The teams that win will be the ones who design their work so insight compounds every cycle – where each application sharpens the tools and raises quality, surfaces strategy earlier, and frees expert attention for the work that actually matters.

Lenny’s Podcast – Marc Andreessen: The real AI boom hasn’t even started yet


Source: LinkedIn Post by Michael Drapkin

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