I agree. The interesting question is where the new moat emerges. My bet is on proprietary data, workflow integration, and distribution rather than the model itself.
In the fullness of time, LLMs will eventually become commodities and their price will be a race to the bottom. As the competitive advantage of one LLM over another shrinks - particularly as open source models expand - the value proposition will turn to the neuro/symbolic harnesses that use those models, structures that encompass agents, agent orchestration, tooling, and component plugins. Even those from frontier AI organizations will fall to open source frameworks. The last thing standing will be those who command the data centers on which these things run, and even then, that will become a commodity, with the number of players shrinking to just a few survivors. They too will find pressure: as computational power rises, more and more such systems will be run locally.
I just hopped aboard the October Ship 30 for 30 cohort from @dickiebush and @nicolascole77!
Join me and 500+ others to learn the fundamentals of digital writing, form lifelong friendships, and publish every day for 30 days.
Check it out!👇🏼🚢
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The biggest lesson I’ve learned in building a $4B company:
It’s all about the people.
I’m thrilled to announce today that Bolt is the first tech unicorn to officially shift to a 4 day work week.
Here’s why we did it and how we came to the decision 👇👇👇
Over the last 5 years, I built a $4B company.
Sounds awesome right?
Not until recently.
I made every mistake imaginable.
The toughest part was getting my head right.
Here are the 12 mindset rules that I’ve developed.
This week I interviewed someone who:
- Represented the US in 3 Olympic Games
- Won 8 Medals (2 Gold, 2 Silver, 4 Bronze)
- Was U.S. Champion of his sport by age 14
Here’s 10 timeless lessons I learned from the most decorated US Winter Olympic Champion of all time:
Early career years are painful.
You feel like an idiot 98% of the time - lost, confused and insecure.
I wish I had a cheat sheet of principles for my first job.
So I put one together.
Here are 20 things about building a career I wish I knew sooner:
Congrats to our Founder & CEO @RyanBreslow for winning @EY_US Entrepreneur of the Year! “Ryan’s spirit is infectious. His perspectives represent a new generation of entrepreneurs focused deeply on company culture, impact, and how the future consumer operates.” - #EOYNorCal 🏆⚡️
So the @temporalio transparency update v11 just dropped and there is some exciting stuff coming up! I think NodeJS Support is going to be HUGE!
And yes we at @bolt are one of the first few customers on the temporal cloud offering 💪💪
https://t.co/JgclyJuYyk
☄️ 2022: 1/3 of US shoppers will be using Bolt.
💥 2024: 2/3 will be using Bolt.
⚡️ 2025: 8/10 will be using Bolt.
Read about our growth journey in @WWD
https://t.co/cNK5apmhFm
“What is investment?
@usainbolt won 8 gold medals in 3 Olympics, and he only ran for less than 115 seconds on the track, earning $119 million dollars. That’s economy of effort.
But for those 2 minutes, he trained for 20 years. That’s investment. Think long term. Patience pays.”