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You can’t build a moat with AI (redux)
Using LLMs doesn't make a product special anymore
Everything we said in that post has held true, but the release of models like DeepSeek R1 and o3-mini have brought the concerns about AI applications’ moats back to the forefront. We’ll refer you back to last year’s post for a walkthrough of how you can build a technical moat, but in light of recent model advancements, we’re thinking about this from a product and market perspective. On the other hand, if you’re thinking about how you can meet the user where they are, integrate into their workflow, and get tedious busy work out of their hair seamlessly, you’ll find a way to change the UX.
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