I’m firmly in the “systems of action” camp. Once intelligence becomes widely available, advantage shifts to whoever controls decisions, flow and accountability. Which layer do you think will struggle most to make that jump into coordination?
Great question. I suspect this ranking, from hardest to easiest (although I could be very wrong here):
1. Incumbents: due to cannibalising their own products.
2. Models: harder to outsource all that trust layer to 1 vendor.
3. Vertical AI platforms going horizontal.
There's also a category here which are players attempting to go horizontal since inception, and trust-layer point solutions that could also go horizontal.
The framing around intelligence becoming cheap while judgment and coordination remain scarce is especially sharp. “Systems of action” feels like a useful lens for understanding where durable power and real moats may form next as AI commoditizes
Love the “river of AI capital” concept!
Thanks Alex!
Systems of action feels like the real battleground once intelligence stops being rare.
🎯
Yes there is a lot of Ai out there but very few high quality, IMHO
Tell me more, what do you mean?
I’m firmly in the “systems of action” camp. Once intelligence becomes widely available, advantage shifts to whoever controls decisions, flow and accountability. Which layer do you think will struggle most to make that jump into coordination?
Great question. I suspect this ranking, from hardest to easiest (although I could be very wrong here):
1. Incumbents: due to cannibalising their own products.
2. Models: harder to outsource all that trust layer to 1 vendor.
3. Vertical AI platforms going horizontal.
There's also a category here which are players attempting to go horizontal since inception, and trust-layer point solutions that could also go horizontal.
What do you think?
The framing around intelligence becoming cheap while judgment and coordination remain scarce is especially sharp. “Systems of action” feels like a useful lens for understanding where durable power and real moats may form next as AI commoditizes
Thanks Petar :)