Atlas · Details
The Flat Curve Society
AI Notes
The thesis: the AI capability curve is still climbing exponentially, but the most powerful models are about to be locked down like nuclear weapons — restricted by governments, gated by the compute supply chain, and priced out of reach — so for almost everyone the curve will only appear to flatten. Steve builds the case through two "horizons." The demand horizon is benign: you can't tell two models apart because your problems aren't hard enough to stretch either one. The discernment horizon is the dangerous one: you can't tell whether a model is right because checking its work is itself beyond you — "superhuman means unverifiable." From there he reads off the consequences: frontier intelligence sold like a vending machine, OSS models stuck a few months behind a hardening wall, and routing layers that send each task to the dumbest model that can handle it.
The back half turns practical. Leaning on Ezra Savard's Netflix training study, Steve defines AI literacy as measurable token-spend cohorts — no-agent, single-agent, multi-agent — and argues that the binding constraint of the coming plateau isn't model capability but teaching people to use, and then stop wasting, the models we already have. SaaS survives because rewriting it is too expensive; engineering survives because today's models still need grown-up supervision. The plateau, he insists, is good news: stable ground on which a real craft of building software can finally take hold. The keeper line — the curve is as real as the Earth is round, but just as flat from where you stand — gives the essay both its title and its argument in one breath.
Related listings
-
2026
The Last Technical Interview
The discernment horizon is the interview problem turned on the machine — how do you judge an answer from something smarter than you? This essay is that same question asked of human candidates.
-
2026
Welcome to Gas City
The direct counterweight. Gas City is the case for de-SaaSing with agent packs; 'SaaS is Back, Baby' is Steve arguing the plateau makes buying SaaS the safer bet again. Read them together for the full buy-vs-build tension.
-
2026
The Future of Coding Agents
The optimistic trajectory piece. Flat Curve is its sober sequel: the capability curve is still exponential, but most of us will be cut off from the steep part of it.