Thread

1. 2001zhaozhao · 1790979207 · focus · HN ↗

   This couldn't be more true. Companies will be driven by AI harnesses (as defined by this article) that automate decision-making and prioritization. In the medium term, may the company with the best harness win.

   In the longer term, the downstream impact is massive commoditization of software and invalidation of most existing moats. Data moats are gone if you can simulate the data with AI. Even platform effects can be sidestepped if AI replaces one side of the platform.

   In addition, while right now agile startups have the advantage, at some point the balance will start tilting towards whoever has the most tokens (OR perhaps durable moats will trump even near-infinite tokens; we will have to see). Startups have a limited time window to have whatever impact in the world they are hoping to have, or to build a moat that won't be disrupted by AI, but there are few of them left in the world.

   The upside is that when there is a lot of commoditization, then the consumer benefits.

   1. what · 1790997588 · focus · HN ↗

      Maybe stop to think why they are selling you tokens and the promise of being able to recreate and outcompete every business instead of just doing it themselves.

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