strategy
2 articles
Anthropic Paid $400M for 9 People — Is Your AI Product a Moat or an API Wrapper?
Anthropic acquired a 9-person biotech AI team for $400M, revealing how model providers eat vertical startups. Huryn outlines three moats: proprietary data, distribution, and trust.
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