PublishedNo. 06
The Model Stopped Being the Moat
Three years in, the question is no longer which model. It is which fabric. The vendors who understand this are quietly building the enterprise advantage.
Currently GTM at a hyperscaler. Deploying AI solutions at scale. Follow along for those learnings + a monthly running log of personal building, automating, and shipping learnings with AI dev tools — in real time, in public, with all the mistakes left in.
In this issue
Three years in, the question is no longer which model. It is which fabric. The vendors who understand this are quietly building the enterprise advantage.
We gave agents a desk last month. The harder question is who is supposed to manage them.
Agents have gotten smart enough to do the work. The next move is giving them somewhere to actually do it.
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