Foundation models are eating software from both ends. Seven observations on where the value actually lives in vertical AI, and whether AI-native services companies really are the future: why owning the outcome beats owning the workflow, why mandatory gates are a real moat and which five traditional software moats are already gone.
Notes from the field on what actually works when building AI-native products. The SaaS playbook is breaking down: the product is now a substrate, not a solution. Observations on omnipresent interfaces, flat knowledge, closed loops, and displaced bottlenecks.
In the span of ten days, AI agents built themselves a social network, a marketplace, and a gig economy platform. Is this a new universe, or just an elaborate prank?
The core challenge of deploying automation in a legacy environment, like a warehouse, isn't the robot, it's the interfaces. When systems with different natural speeds are forced through shared integration points, small disturbances amplify instead of dampening.
