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Jaya Gupta on X: "The next biggest moat in AI" / Twitter

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To view keyboard shortcuts, press question mark View keyboard shortcuts Home 1 Notifications Chat Bookmarks Articles Profile More Tweet Nicklaus Tran @nickktrannn Tweet See new posts Conversation Jaya Gupta @JayaGup10 The next biggest moat in AI 20 52 433 234K It's pretty obvious to everyone that everything in AI is converging. Companies I couldn't have imagined competing with each other are today. The application layer is collapsing into infrastructure, infrastructure companies are moving up into workflows, and almost every startup is rebranding itself as some version of a transformation company. The words change every few months: context graph, system of action, organizational world model. A new category gets named, every website absorbs it, and within weeks the market is filled with companies claiming to be the inevitable platform for how work will change. When models improve quickly, interfaces converge, and product velocity becomes cheap, the visible parts of company-building get

@JayaGup10: The next biggest moat in AI It's pretty obvious to everyone that everything in AI is converging. Companies I couldn't have imagined competing with each other are today. The application layer is collapsing into infrastructure, infrastructure companies are moving up into workflows, and almost every startup is rebranding itself as some version of a transformation company. The words change every few months: context graph, system of action, organizational world model. A new category gets named, every website absorbs it, and within weeks the market is filled with companies claiming to b

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