Tag
Startups
Writing3 posts
Opinionated AI · Issue 02
VC is quietly drawing the post-agent software stack
Four AI rounds look unrelated until you put them on one diagram. Then they reveal where investors think value will accumulate after the coding agent.
Opinionated AI · Issue 02
Instinct Can Build AI's Next Great Moat
The first wave of AI applications found its moat in distribution. Instinct may enter the market with one already built: the complexity of making a personal agent actually work.
Opinionated AI · Issue 01
The wrapper era ended on a contract clause
OpenAI cutting Cursor after SpaceX's $60 billion takeover, and Anthropic lining up a trillion-dollar IPO, are not two headlines. They are the same move from different floors — and the application layer is no longer allowed to stay neutral.