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.
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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.