Six Years at the Edge: Living Through Disruption, Building Toward Futures
2019 felt like cruise control.
Then the world slammed the accelerator.
In months, companies digitized at a pace leaders once thought impossible—and the ripple effects haven’t stopped.
Shock | The year that bent time
Pandemic → Digital Tipping Point.
Executives say COVID compressed 3–4 years of digital change into months: customer interactions moved online, supply chains digitized, and new digital products jumped ahead by as much as 7 years. Rollouts that once took a year happened in weeks.
Commerce snapped online.
E-commerce’s share of global retail rose from 14% (2019) to ~17% (2020)—a leap that normally takes years. It stuck. Digital was no longer optional.
Field note: Disruption rewards teams that convert chaos into systems—not just apps.
Inflection | Algorithms in the driver’s seat
The fastest adoption in consumer tech—ever.
ChatGPT hit 100M MAUs in ~2 months, making it the fastest-growing consumer app in history. That moment normalized everyday AI.
Enterprise moved just as fast.
By 2024–25, ~65–71% of firms reported using genAI in at least one function—marketing, service operations, product, software.
And the money isn’t theoretical.
Independent IDC research (Microsoft-sponsored) finds genAI delivering ~$3.7 in ROI per $1 on average (top performers ~$10.3).
But the public mood?
A fresh Reuters/Ipsos poll (Aug 2025) shows 71% of Americans fear permanent job losses; 77% worry about deepfakes destabilizing politics.
Tension to watch: “AI as amplifier” vs. “AI as eraser.” Your edge is building products that shift work from routine to meaning.
Collision | When new tech hits old industries
Finance
Crypto’s whiplash: Market cap near $3T (late-2021) → >$2T erased by end-2022; FTX’s collapse left up to 1M creditors. Regulators stepped in; the EU’s MiCA became the first comprehensive crypto rulebook (May 2023).
Meanwhile, fintech kept compounding: AI underwriting and service automation spread through incumbents and neobanks alike (efficiency up, latency down). (Context from sector surveys synthesized with McKinsey’s State of AI.)
Founder read: In finance, innovation × trust wins. Ship defensibly. Document risk. Court regulators early.
Energy & Transport
Clean power crossed 40%. Low-carbon sources supplied ~40.9% of global electricity in 2024, with solar the growth engine.
Capital is flowing: $386B invested in renewables in H1-2025 (record; +10% YoY). Mix is shifting toward offshore wind & distributed solar even as utility-scale asset finance softens.
EVs are mainstream: >17M electric cars sold in 2024; >20% of global new-car sales. China approaches “half of all cars” sold as electric.
Founder read: Physical transitions look slow—until they flip. Build for the post-inflection world.
Work & Learning
Hybrid is sticky (and effective). A large-scale randomized trial shows no productivity loss and ~33% lower attrition with two WFH days/week; Nature publication + Stanford brief confirm.
Preference persists: A majority of remote-capable workers prefer hybrid; most expect ongoing flexibility.
Founder read: Tools that blend scale (digital) with signal (human) will keep winning.
The Builders’ Cycle | Boom, chill, focus, rotate
2021 peak: A record 540 companies became unicorns; 113 ecosystems produced at least one.
2022 reset: Global VC fell 35% to $445B (still #2 all-time).
2024 rotation: AI took ~$19B (28%) of Q3 VC; by 2024 overall, AI topped $100B.
2025 breadth: 1,200+ unicorns globally remain—broader, tougher cohort.
Takeaway: Velocity without resilience breaks. The durable playbooks: cash discipline, ruthless focus, ecosystem leverage.
What we learned building through it | Modern Ancients’ Focus
Access beats abundance. Unused funds and idle capacity are design failures. Our work turns opacity into routes.
Time is the new dividend. Treat AI as a time-release mechanism; reinvest saved hours in depth work, customers, and care.
Narrative ≠ noise. Media friction is signal about where to build guardrails and bridges (policy, trust, onboarding).
Inflections reward readiness. If your ops assume the flip (EV, clean power, AI-native workflows), the curve becomes a tailwind.
Field Guide
Founders
Build pro-regulation as a feature.
Ship co-pilots that move users from task to outcome.
Measure and market the time you give back.
Investors
Underwrite adoption friction (training, compliance, LLM ops) as value creation, not cost.
Back “boring AI” with clear unit economics over splashy frontier bets.
Public Sector / Ecosystem
Treat grant/loan access like a product; reduce steps, add prompts, pre-qualify.
Co-fund reskilling aligned with sectors already crossing inflection points (EV supply chains, grid software, AI in services).
Onward | The bridge we’re building
From 2019’s calm to 2025’s churn, one pattern holds: systems change faster than stories. Your advantage is crafting the story people can use—and then turning it into infrastructure.
We’ll keep doing both.
Sources
AI sentiment: Reuters/Ipsos poll, Aug 19 2025. Reuters
GenAI adoption: McKinsey State of AI 2024 & 2025. McKinsey & Company+1
GenAI ROI: IDC (Microsoft-sponsored) 2024/2025. The Official Microsoft BlogSource
ChatGPT growth: Reuters (UBS/Similarweb), Feb 2023. Reuters
Digital acceleration: McKinsey “technology tipping point,” Oct 2020. McKinsey & Company
E-commerce jump: UNCTAD, Mar 2021. UN Trade and Development (UNCTAD)
Clean power ≥40%: Ember Global Electricity Review 2025. Ember
Renewables investment record: BloombergNEF, Aug 26 2025. BloombergNEF
EVs >20% share; 17M sales (2024): IEA Global EV Outlook 2025. IEA
Hybrid work outcomes: Bloom et al., randomized trial (NBER 2022; Nature 2024); Stanford brief. NBERNatureStanford Report
Unicorns & VC cycle: Startup Genome (540 in 2021), Crunchbase (2022 $445B; 2024 AI $19B/Q3; >$100B AI 2024), CB Insights (1,200+ in 2025). Startup GenomeCrunchbase News+2Crunchbase News+2CB Insights
Crypto arc & regulation: Reuters on MiCA (May 16 2023); timeline of FTX creditors scale. ReutersAl Jazeera