AI
Prometheus is a $41B bet that AI can automate the work of physical engineers. For founders whose defensibility rests on domain expertise, this is the clearest signal yet that expertise alone is not a moat.
AI
Microsoft ended its Claude Code partnership at Build 2026. This is not a betrayal story. It is the structural logic of AI platform dependency, and every founder building on someone else's AI should understand what it actually means.
AI
The models are commoditizing. The moat was always in your data. Most AI strategies have not figured that out yet.
AI
Every SaaS company has an AI features page now. Nobody's buying because of it.
AI
The copilot metaphor made sense for a minute. Now it is a branding workaround for products that cannot commit to what they actually do.