Agents are going to raid all of your data.
Networks cannot be built by agents, so strong agree at the high level.
Similar network binary thesis to Travis (you either have network effects and survive or you don't and die): https://travismay.medium.com/moats-matter-again-a6359b0d31da
Systems of record have agency, too. They will tax and block: https://healthapiguy.substack.com/p/saps-wall-and-the-toll
I agree in general but had some ideas on a little more nuance and risk categorization: https://healthapiguy.substack.com/p/abundance-and-agents?utm_source=publication-search
agents can copy your CRM but they can't make your customers actually open your emails 😅
network effects > database raids every time
Networks cannot be built by agents, so strong agree at the high level.
Similar network binary thesis to Travis (you either have network effects and survive or you don't and die): https://travismay.medium.com/moats-matter-again-a6359b0d31da
Systems of record have agency, too. They will tax and block: https://healthapiguy.substack.com/p/saps-wall-and-the-toll
I agree in general but had some ideas on a little more nuance and risk categorization: https://healthapiguy.substack.com/p/abundance-and-agents?utm_source=publication-search
agents can copy your CRM but they can't make your customers actually open your emails 😅
network effects > database raids every time