Authenticity has become a scarce product in a world of frictionless solutions, which means anyone protecting the messy middle ground of real thinking or real curation can charge for the privilege.
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Erewhon didn't win because it automated taste or made shopping easier. It won because it made shopping harder in a way that felt intentional. Casey Affleck's campfire anthology works the same way — it asks you to sit still and listen rather than lean back and consume.
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The next five years will separate people who build for ease from people who build for presence. One group will grow fast and get acquired. The other group will build something that lasts because it's built for humans who are tired of pretending the frictionless version was ever what they wanted.
Jim Lau built Flowing because researchers kept losing their actual thinking to AI assistants that sounded perfect but weren't theirs anymore. Meanwhile, a fancy grocery store's entire value proposition lives or dies on whether customers believe its curation is genuine rather than manufactured to look that way. Both are betting that people will pay real money to stay close to the thing itself.