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Eric Siu argues that AI doesn't destroy competitive advantages. Instead, widespread AI adoption creates more work: maintenance, optimization, upgrades. The companies that handle this complexity best will pull further ahead.
Eric Siu argues that AI doesn't destroy competitive advantages. Instead, widespread AI adoption creates more work: maintenance, optimization, upgrades. The companies that handle this complexity best will pull further ahead.
So probably one of the stupidest things that I hear right now are, if anybody can build this, then what's the moat? And that's a pretty stupid thing to say because just because AI can allow you to build anything, that actually means that more people are going to be building and you're going to need more people maintaining, more people optimizing, and more people upgrading. So when you hear people say that, you have to disregard what they're saying because that actually shows that they're behind the times.
