The nature of software is changing from a system of record to a system of actions. [3] In the AI era, defensibility is likely to emerge from specialization and orchestration of AI agents, lending itself to verticalized solutions. Early examples include Harvey AI and Abridge.
Sequoia recently talked about the 5% rule - where any industry is ripe for disruption with an AI native tool if an AI agent outperforms the bottom 5% of white collar workers.
Imagine going back in time and telling an American from the Eighties how the Cold War ended. “We won! Basically. Um. Except, well, Russia are now the bad guys again. But they were kind of good guys for a couple of decades, during which they bought half of London, but now they’re basically a mafia state fighting a proxy war against Western Europe,
Perhaps a great deal of television is not meant to absorb our attention, at all, but rather to dab away at it, to soak up tiny droplets of our sensory experience while our focus dances across other screens.
In fact, as Scott Galloway has reported, 94 percent of YouTube views come from 4 percent of videos, and 89 percent of TikTok views come from 5 percent of videos
the perception that AI will soon replace entire fields of effort, such as animation, illustration, copyediting, junior software engineering, and, well, Hollywood, leads to a self-fulfilling prophecy effect where investors flee those sectors while the fleeing is good.