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defensibilitysoftwarestrategy
AI is a Competitive Advantage
Why some moats are eroding while others remain. If the only thing protecting a moat was that intelligence was scarce and expensive, AI is removing that protection.
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Exploring how AI development tools are reshaping software economics, defensibility, and the balance of power between vendors and buyers.
Why some moats are eroding while others remain. If the only thing protecting a moat was that intelligence was scarce and expensive, AI is removing that protection.
The first thing you realise after building using AI… is that any of the hundreds of millions of people using AI can build the exact same thing.
A world of virtually unlimited on demand code changes the nature of value creation in the software industry.