moats
2 articles
A Vertical SaaS Veteran's Confession: The $1 Trillion Wipeout Is Justified — But the Timing Is Wrong
Fintool/Doctrine founder Nicolas Bustamante dissects the SaaS crash, using a decade of experience. He identifies 10 moats, analyzing which LLMs destroy vs. survive. His verdict: 5 key competitive moats are destroyed. He also offers a 3-question framework for SaaS survival.
When Intelligence Is Free, What's Actually Valuable? 12 Endgame Positions
Michael Bloch's thought experiment: when AI intelligence becomes nearly free, what assets become MORE valuable? His 12 endgame positions: Energy, Atoms, Capital, Regulatory permission, Trust, Proprietary data, Human attention, Network effects, Operational advantage, Security, Physical space, and Intelligence itself