AI Is Dissolving Software Moats. China Did It to Hardware First

 (mehmetmhy.com)

1 points | by mehmet_mhy 56 minutes ago

4 comments

  • elmer2 39 minutes ago
    If this were the case, open source would have driven costs to $0 years ago.
  • curuinor 53 minutes ago
    DJI, BYD, Anker have serious moats. China is not an unindividuated mass
  • luciana1u 55 minutes ago
    the moat was never the code, it was the distribution and the trust. AI collapses the first, but the second is still a people problem.
  • mehmet_mhy 56 minutes ago
    [dead]