I want to use this hour on something specific, not a pep talk: the difference between a certificate that ends up in a drawer and a portfolio that gets you into rooms. Breathe. You already did the hard part.
Act 1 · The future of AI
So, where does this actually go?
Not hype, not doom. Just what I’ve watched happen over the last few years, and what I’d bet on for the next five.
The next few years
The AI you used this week is the worst you will ever use.
I say this in every room I talk to: models keep getting smarter and cheaper, every year, on a curve that has held for years now. This is the floor, not the ceiling.
Agents, everywhere
Every job gets a co-founder like the one you had this week.
A doctor’s agent reads the scan first. A lawyer’s agent drafts the first version of the contract. An engineer’s agent writes the first version of the code, the way Claude Code did for your product. Your classroom gets one too: a math tutor that shows its work, a writing partner that drafts and critiques, not instead of your teachers, next to them.
Your first job, five years out
Whatever job you start with will already have an agent built in.
Word processors, spreadsheets, codebases, hospital charts: every tool you open on day one already has an assistant living inside it, the way Claude Code lived inside your terminal all week. It won’t be a separate class, it’ll just be how the tool works.
You first
Name one job you think agents can never touch.
▸ click to reveal after they answer
Five years ago, most people’s answer was “writing code.” The honest answer today: we don’t fully know yet. Which is exactly why taste, judgment, and relationships matter more, not less.
The honest part
Nobody knows the timeline. Not me, not the experts, not the labs building this.
I could stand up here and pretend to know exactly when. I don’t, and anyone who tells you they do is usually selling something. What I do know: that uncertainty is exactly why builders win. You don’t need the forecast to be right, you need to already be moving when it arrives.
Hold onto this
The floor keeps rising. Standing still is falling behind.
That’s not a scary sentence, it’s a hopeful one. The tools under you get better whether or not you do anything. Your job is what you build with them.
Act 2
Now, about your careers.
My honest advice on careers
Was the old career script even right?
I did the traditional thing: top grades, a name-brand internship, a two-year graduate program, a startup accelerator. Each rung looked great on paper. Here’s the pattern I’d actually bet on now.
The script, updated
The ladder used to be the whole plan.
The old script
grades
→
brand job
→
promotion
→
repeat
one straight line, same rungs, every two years
The new script
build
→
prove judgment
→
own it
loops back, no fixed order, you choose the next rung
The new literacy
“Learn to code” became “learn to build.”
The scarce skill is no longer writing code. It’s spotting a problem, directing AI to solve it, and getting real people to care. You just did that, at your age.
The barbell of AI-era careers
Two ends of the bar are safe. The middle is risky.
Direct the AI
the risky middle
Be irreplaceable
Routine, repeatable work with no judgment layered on top. That’s the part agents are already best at.
How you’d describe yourself
Same skill, two ways to prove it
The claim
The proof
yourproduct.app
Live at [URL]
12 people paid. Here is the video.
The proof
Portfolio beats résumé.
You own a live URL, a launch video, and a first-revenue story. Proof of work no essay can fake, for college or for anything else.
Act 3
Let’s talk about your college essay.
If college feels far away
Then you have the biggest advantage in this room: time.
Build one small thing a month from now until then and you will arrive at those applications with a portfolio nobody can compete with. The older students are slightly jealous of you right now. They should be.
College applications, practically
What does admissions actually read for, now?
Not the perfect vocabulary. Not another club presidency. Evidence they can verify themselves.
How admissions actually reads this
An officer can click a link in ten seconds. A claim takes longer to trust.
A live URL, a launch video, a first-revenue story: that’s evidence a reader can verify themselves, in a stack of thousands of essays that all say “passionate” and “hardworking.”
Two applications
Same student, two ways to fill the “activities” line.
The résumé line
Vice President, Investment Club. Member, three other clubs. Attended a summer program.
The proof line
Built [product], live at [URL]. 12 users, first yuan earned in five days. Video attached.
Say it like this
“I found a problem, interviewed users, built the product with AI, and earned our first revenue in five days.”
That sentence works in an essay, an interview, a dinner with relatives. Make it yours: name the pivot when your first idea didn’t land, quote the exact thing a stranger said about your product, and say the number, the first yuan you earned. Specific beats impressive, every time.
The line in the sand
Never let AI write your essay for you.
Use it to sharpen your thinking, not to replace it. A reader can tell the difference between your voice and a smoothed-over one, and so can you, if you’re honest. This is also, I promise, exactly what your parents want to hear right now.
Two ways to use AI on your essay
Which one actually gets you in?
The copy-paste
asked it to write the essay, changed a few words, never read it against my own voice
The sharpen
wrote the true draft myself, asked what’s weakest, rewrote that part, can defend every sentence out loud
Act 4
What actually matters, going forward.
What matters in the age of AI
So what actually stays human?
Taste. Judgment. Relationships. Agency. This week you practiced all four, probably without naming them. Let’s name them.
What stays human: taste
Taste is knowing which problem is worth solving.
On Day 1, a hundred sticky notes went on the wall. You didn’t pick the loudest one, you picked the one that made a real person’s day worse and decided to fix it. That choice was yours, not the AI’s.
What stays human: judgment
Judgment is knowing what good looks like.
When strangers used your product and got confused, you had to decide which fix actually mattered and which was just noise. AI can suggest ten fixes. Only you can tell the important one from the vanity one.
What stays human: relationships
Relationships are knowing real people.
Every real insight this week came from a conversation: a parent, a neighbor, a stranger on the street who told you the truth about your idea. No model can have that conversation for you.
What stays human: agency
Agency is deciding to start before anyone tells you to.
Nobody assigned you a company this week. You picked the problem, picked the team, picked the price. That’s the part AI can’t do for you: the decision to begin. You already made it once. Make it again next month.
The deeper one
AI amplifies direction. It does not supply it.
The best tools in the world can’t tell you what you actually care about. That part is still entirely yours to figure out, and it’s worth more time than any of us give it. What did you notice this week that you actually wanted to fix, not just the assignment you were given?
Act 5
So, what do I actually encourage you to do?
What I encourage you to do
Five things now. One more before you leave.
None of these take more than an hour a month. That’s the whole point.
Five things, starting today
Keep it going, in five moves
1 · Keep building
One weekend a month, one small thing shipped. Not a company, just the loop again.
2 · Ship small, show it
Small and public beats big and private, every time.
3 · Find your people
The group chat doesn’t end when camp does. We keep every card.
4 · Read the source
Paul Graham’s essays, the YC Startup Library. Free, where we got half of this week.
5 · Teach someone else
The fastest way to keep this week is to explain it to somebody else.
A real company, your exact stage
7 investors said no to the company now worth 80 billion dollars.
In 2008, Airbnb’s founders pitched 7 investors for $150,000. Five said no in writing. Two never replied. Brian Chesky posted the actual rejection emails himself, years later, so builders like you could see them. Keep that in mind next time your idea gets rejected once.
Go deeper · on the portal
Keep learning from the source
Paul Graham’s essays
Start with two: “What You’ll Wish You’d Known” (~20 min, he wrote it for high schoolers, literally) and “How to Do What You Love” (~15 min, not what sounds impressive).
paulgraham.com/articles.html
YC Startup Library
Free essays and videos, we borrowed half of this week from here. Same people run the YC YouTube channel, 2.3 million subscribers deep.
ycombinator.com/library
Steve Jobs, Stanford, 2005
14 minutes. The most-watched graduation speech ever given. Not about AI, about deciding what’s worth doing at all.
youtube.com/watch?v=Hd_ptbiPoXM
6 · Before you go
Write down the next thing, right now, while it’s still real.
Ideas fade fast once the adrenaline of demo day wears off. This card is how we make sure this doesn’t end at 4:30 today.
Exercise 1 · do it nowOFFLINE · screens closed
The next-project card
5:00 on the clock
1Write the ONE thing you will build next month. Specific.
2Add the first step you will take this week.
3Sign it. We collect them, and the alumni community holds you to it.
5:00
Destination: TEAM FOLDER, cards collected
You first
What will your generation build that ours cannot?
There is no answer on this slide. That’s the point: you are going to write it. Let the room talk.
Checkpoint
I want you to leave with three things: a map, a frame, and a name.
A map of where AI is going. The portfolio-beats-résumé frame. A next project with your name on it. That’s not a certificate, that’s a start.
“Keep building.” Today you proved it.
In a few minutes
Your parents watch you demo a company you started on Wednesday.
Deep breath. You have already done the hard part. Go get ready. I’ll see you on stage.