Reality's Moat — David Beyer

kept by eddie feb 18

Operational knowledge earned by surviving surprises in coupled, shifting systems ('scar tissue') is the only durable competitive advantage when AI makes building any software essentially free.

The Software Shakeout: What Is Durable and What is Not in the Age of AI?
The article presents a framework predicting software company survival in the AI era based on switching costs and compounding value, dividing firms into durable, time-buying, and eroding segments.
also on CrowdStrike, Stripe, #enterprise, #startups, #business-strategy, #ai
Software Stocks Are Having Another Ugly Day
Software stocks fell sharply on Monday, extending a weeks-long selloff as investors worry about the threat posed by artificial intelligence.
also on CrowdStrike, #enterprise, #business-strategy, #ai