Company Building in the Curiosity Phase of AI

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The real moats in 2025: specific workflows, proprietary data with real switching costs, distribution, and UX that makes AI disappear into the job-to-be-done. Simultaneously: we are early (only a % are using AI properly) so this is an amazing time to start a startup.

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In the past, many vertical software companies were started by domain experts who added technical capacity later. Now it’s the inverse. AI-native startups are led by technical founders who hire for context early. AI delivers differentiation. Context drives defensibility.... See more

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