AI

Thus, effectively, OpenAI is to this decade’s generative-AI revolution what Netscape was to the 1990s’ internet revolution. The revolution is real, but it’s ultimately going to be a commodity technology layer, not the foundation of a defensible proprietary moat. In 1995, investors mistakenly thought investing in Netscape was a good way to bet on th... See more

A worthy Cursor competitor

Windsurf: An agentic IDE

Windsurf is an AI code editor that shares a lot of similarities with Cursor, and at first glance, it might be hard to tell the difference between the two. However, Windsurf excels with its ability to easily search your codebase and identify what’s relevant, and I prefer its approach of directly edit... See more

My take on OpenAI is that both of the following are true:

• OpenAI currently offers, by far, the best product experience of any AI chatbot assistant.


• There is no technical moat in this field, and so OpenAI is the epicenter of an investment bubble.