This seems right to me but we’ll find out how many software companies are just slick UI and annoying lock-in effects on top of pretty basic code

qw
@QwQiao
02-04
on the “software is dead” narrative:
my intuition is that ai makes strong software companies stronger and weak software companies weaker. this is because the moat of strong software companies was never software, but rather distribution, proprietary data, workflow integration,
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Disclaimer: The content above is only the author's opinion which does not represent any position of Followin, and is not intended as, and shall not be understood or construed as, investment advice from Followin.
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