AISarah Guo1h ago
As AI commoditizes benchmarkable work, an organization's lasting moats
As AI commoditizes benchmarkable work, an organization's lasting moats lie in tasks that are verifiable through its private data and judgment
The mid-2026 investor's version of AI psychosis is a despair that nothing is investable, that we should put all our money into Anthropic and Nvidia and go home.
Read full articleSource: Sarah Guo · Opens in new tab