.@bhorowitz explains why moats like code and UI may not work in the AI era: (opens in new tab)

.@bhorowitz explains why moats like code and UI may not work in the AI era: "For my entire career, the one thing that you knew about technology companies is you couldn't throw money at the problem." "With AI, that's really changed in that you can throw money at the problem because if you have enough GPUs and enough data, you can basically solve most problems right now." "The capital race becomes a real thing and you have to think through, okay, code is not really a moat the way it was in the ...