Mehmetmhy (auto-discovered)

A new report argues that pure software is no longer a defensible business moat as generative AI drives the marginal cost of code toward zero, mirroring how China's manufacturing agglomeration already …

Generative AI has driven the marginal cost of producing software toward zero, collapsing the pure software moat, while Chinese industrial agglomeration already destroyed the pure hardware moat, accord…

Software value is bifurcating into two extremes, according to a framework called the Barbell of Software Value: horizontal platforms and private internal tools, with vertical SaaS surviving only in na…