Don't sell shovels, sell treasure maps

In business, there is this idea of the moat: the advantage that one business has over their competitors. If the blockchain and AI take hold, those moats will no longer be data and content creation. Which seems like a bad thing–but what’s left? From my perspective as a nascent entrepreneur, future moats fall into three broad categories: proprietary ... See more

Vicente jokes that they have an internal “wrapper-death countdown” which keeps track of the number of days the company survived since the last time it was “pronounced dead.” Here are his thoughts on how startups can be successful in a market where the capabilities of frontier models continues to expand: • Do one thing really well. Vicente takes the

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Most enterprise AI providers are selling shovels today. Tools that promise to execute familiar tasks faster. Generate presentations and contracts faster. Sell a thousand personalized emails.

This is the gold rush logic of enterprise software. Take something you already do and expand its scale and scope.

The real opportunity lies elsewhere, though. ... See more