#strategy
Every post tagged "strategy".
69 posts · showing 31–40
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The Moat Isn't the Model — It's the Loop Around It
"The model isn't the moat" is now widely said and stops one step short. What compounds shares a property — it accumulates from watching real usage, which is why it's invisible from outside.
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Will Open-Source Harnesses Eat Commercial Coding Tools?
The premise is right — the loop is a few hundred lines. The conclusion is too fast, because the loop isn't the product, and one of the real advantages is invisible from outside.
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IDE Assistants vs Agent Harnesses: Different Products, Different Futures
They get discussed as one category and have opposite requirements on latency, context, failure cost, and model tier. One is commoditizing into a feature; the other's differentiators aren't AI capabilities at all.
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If Intelligence Gets Cheap, What Becomes Scarce?
More useful than asking what gets cheap. Everything on the scarce list has one of two properties — and neither can be produced on demand, which is exactly why they stay scarce.
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The Case for a Local-First Agent Stack
The cost argument for local-first is weak and the ideology one is worse. The case that holds is dependency control — and it comes with a permanent operational tax nobody budgets.
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Will On-Device Intelligence Be Free? What the Economics Say
"Free" means three different things here. Two are plausible and already partly true; the third doesn't follow, because the frontier is defined by requiring the most compute.
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Three Things That Would Genuinely Surprise Me in Two Years
More useful than predictions: naming what would count as a genuine surprise. Three of them, each identifying a load-bearing belief — and what evidence would overturn it.
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The Compounding Loop: Agents Building Agent Infrastructure
Agents are good at building the harness that makes agents useful — well-specified, verifiable plumbing. The loop is real, and it has a hard boundary at everything requiring judgment about what to build.
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Who Adopts First, and Why It Isn't the Biggest Companies
The organizations with the most resources are frequently not the ones deploying furthest. Four things gate adoption, and large companies are structurally worse at three of them — none of which are about technology.
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What "Agents Got Better" Would Actually Look Like in Your System
Waiting for agents to improve without deciding what improvement looks like makes the waiting unfalsifiable. Write the threshold down first, and every release becomes a measurement instead of a vibe.