Evening Software musings…
Welcome to the great convergence.
Only moats = capital, distribution, compute, isolated intelligence- data or human
Future big co playbook= offer acquisition
IF: acquisition provides time/value competitive edge
THEN: capitalize, integrate, broadly distribute
ELSE: duplicate and broadly distribute.
Only stand alone entities = unique isolated trapped data sources. (Edge intelligence) and regulated human in loop functions. Organization principles are no longer value assets.
Chag Semeach