Notes on memory, harnesses, and where lock-in really lives.
really sharp framing on customizations as the moat, this is exactly what we'd want to track in our briefings. would love to add this lens when we map AI services moats across the funds we follow
really sharp framing on customizations as the moat, this is exactly what we'd want to track in our briefings. would love to add this lens when we map AI services moats across the funds we follow