Moats Built for Humans
Software moats—workflow lock-in, interface training, data silos—were built to stop humans. AI agents bypass all of it. The $300B wipeout was the market catching up to a structural shift.
OpenAI
5 posts
SaaS Repricing: What Everyone Gets Wrong About "Software Is Dead"
AI doesn't kill software demand—it kills software scarcity. When a vertical SaaS tool's price drops from $5M to $50K, competition, not substitution, becomes the silent killer. The software industry isn't dying. It's being sorted.
The Efficiency Trap: China Won The Cost Curve, The US Owns The Cash Register
Everyone's arguing about who's winning AI. Meanwhile, OpenAI made $20 billion and lost $14 billion. Chinese startups burn cash even faster. The uncomfortable truth? Neither side knows how to make money from this yet. They're just losing it differently.
Nvidia's Strategic Imperative: Navigating the Next Decade of AI Dominance
GPUs made Nvidia dominant. CUDA made it irreplaceable. Now it's expanding into inference, robotics, and vertical integration. This isn't a hardware company, it's an AI platform consolidating power.
Meta's $2 Billion Bet on the Future of Work: Inside the Manus Acquisition
Meta built the world's best open-weight AI brain (Llama) but had no hands. Manus gives AI agents actual computers—VMs that can code, browse, and execute workflows. $2B+ acquisition. The Agent Era just got real.