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The only moat left is money?

elliotbonneville.com

1–10 of 398 posts

Re: The only moat left is money?

#3
This AI boom is just a hyper-version of previous tech booms (web 1.0, VC, crypto, etc). You have an enormous number of people who just want to get in and build something, but the products they are pumping out don't serve anyone's need or solve anyone's problem.

The moat isn't money for out-marketing your idea that 750 other people are building, it's having a good idea that solves a problem that nobody else is solving well.

Re: The only moat left is money?

#5
I hope this is true, I'm trying to make a multi-agent orchestration thing that looks at grain futures, satellite imagery, news, etc... to trade crypto. I'll probably lose but yeah.

Maybe the guy doing their 9-5 can run many agents to make them money while they work their day job.

Is that a thing, you get hired at some company then you use an agent to work for you, deep fake video calls, cursor code... that would be crazy. Get another job and split your time between agents for minor corrections.

Re: The only moat left is money?

#7
Doing hard things has always been, and always will be, hard.

Building a static HTML page was “hard” in the 90’s. It took actual skills.

Any piece that gets easier automatically opens up more hard avenues to tackle.

no one is willing to pay you for easy.

Re: The only moat left is money?

#8
I disagree. I think creativity is still a valid moat. You still need to build good products. Its like a restaurant anyone with some money can open a restaurant but you need to has the creativity to make a good one.

Re: The only moat left is money?

#9
>Every morning a few thousand people wake up and ship something. A tool, a SaaS, a newsletter, an app that does the thing the other app does but slightly differently. They post it on Hacker News. Nobody clicks.

>This is not new. What's new is the scale. An AI can wake up (or whatever it does at 3am) and ship twelve of these before breakfast.

That's fun, I'm sure if somebody actually checked that and graphed it, you would not be able to pinpoint when AI starts on the graph

Re: The only moat left is money?

#10

Doing hard things has always been, and always will be, hard. Building a static HTML page was “hard” in the 90’s. It took actual skills. Any piece that gets easier automatically opens up more hard avenues to tackle. no one is willing to pay you for easy.

Ahhh that lines up with a thought I had recently: you get out of life what you put into it. I am beginning to believe that there's some kind of metaphysical rule here that is true everywhere, all the time.

So maybe the solution is: find the hardest stuff to do and do the crap out of it.

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