Darragh Curran’s 2× goal reads like a halftime speech. We can do this. The tools are here. The gap is behavioral. Double your output in twelve months.

Claire Vo wrote the post-game report:

If AI adoption had 7 stages of grief, almost all of you would be in denial. No matter how many AI memos your CEO sends, the amount of Claude that’s being Coded, the chatbots in app and the evals in data—I’m here to tell you: you’re not competing. In fact, you probably can’t anymore.

Vo’s target is the company that thinks it’s adapting: AI features shipped, internal power users, a natural-language interface named after a gem. She’s not buying it:

While they try on the bows and ribbons of an AI-native team, they ignore the fact that their bones are old and the company has calcified. For the most part: sales still sells the same and marketing is still talking about channels and CAC and product says “prioritize” and eng says “capacity” and the board is endlessly asking either about Q1 perf and Q2 projections or the ever-elusive “increase in product velocity.”

“Bows and ribbons” versus “bones.” That’s the whole post in one sentence.

I have some sympathy for the incumbents, though. Vo’s startup-swagger framing undersells how much gravitational pull a $100M business carries. Enterprise contracts, compliance obligations, a customer base that didn’t sign up for a pivot. The companies she’s diagnosing aren’t stupid. They’re heavy. And heavy things don’t accelerate the same way light things do, even when both see the cliff.

None of that makes her wrong. It just means even the companies that want to change are fighting physics. But they’ll have to figure it out sooner than later.