Reading this, thinking in terms of moats is useful, but in terms of AI, we are not there yet. There is a promise of exceptional improvement to everything, so mu

Reading this, thinking in terms of moats is useful, but in terms of AI, we are not there yet. There is a promise of exceptional improvement to everything, so much that many companies which takes ages to change a software are moving at a significantly faster pace. One counter-intuitive thing here I believe is that thinking about moats is limiting. If you can deliver a solution today, which may not hold for a longer period (you keep innovating or launching newer products), is a preferable place to be than working out what could stand the test of time. Real answer is we don't know. A very real example is agents - thinking systems which can plan, reason, and take action. Within three months, an o1 equivalent would be able to do all that implicitly without a developer having to write complex pipelines, and companies woudl have to start over. AI democratizes human skill. That I think is a bigger mental model shift than many realize.