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AI and Startup Moats
This article is my attempt to enumerate all the possible moats you can count on that will still be relevant in the age of AI
Most people believe in one of these two potential futures, with each camp often being very emotional about their stance (since it touches on touchy things, like job security, business resilience, the fight between humans and machines etc…). I am leaning towards the red camp, but I’m not here to convince you of that as the arc prize results should be sufficient on their own (tl;dr: o3 managed to solve a problem it wasn’t trained on, with orders of magnitude better performance than other state of the art models). P.S., For more ramblings about things like this, you’re welcome to follow me on LinkedIn- I’ll post a few more thoughts that didn’t make the cut here (jobs going away, what AI still sucks at, who are the best-positioned undervalued players right now, etc.
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