TLDR Tech / Founders
The AI Bifurcation of Tech: Why the fundamentals matter more than ever
Application companies need to ask themselves whether AI agents will still need them in three years. Many companies rely on custom workflows that assemble several pieces together, something AI can easily route around. Companies need to think about the moats that aren't easily copied, like proprietary data that took years to accumulate, regulatory positioning that's expensive to replicate, and relationships with customers. Adapting likely means changing what you sell, who buys it, and how you charge. Changing one of these is already hard, and doing all three is something only a small number of teams are capable of.
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