July 15, 2025

Who Wins In AI World

If coding has been made conversational and accessible, that does mean a flood of supply at the application layer. So who wins software in this environment? The type of companies that won in furniture after the industrial revolution.

The one's that dominate the 3D's.

1) Design: Great design is premium. Good enough design a commodity

2) Depth: Of integrations, and experience. Much like product lines.

3) Distribution: Faster selling and faster feedback cycles to match the fast speed of development.Having all 3 if you are starting out is hard, but atleast 1 is necessary - to survive.

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