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MIT加密经济学实验室创始人指出AI模型改进使大多数商业护城河变弱,只有验证级网络效应会增强
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MIT加密经济学实验室创始人指出AI模型改进使大多数商业护城河变弱,只有验证级网络效应会增强。
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原文
His argument: almost every moat you think you have is a lease. Routing. Distribution. Marketplace liquidity. Your app-layer feature set.
All of it gets weaker every single time the models improve.
Exactly one kind of network effect gets stronger instead. He calls it verification-grade, and it comes down to a question most founders never ask: who owns the measurement nobody else has?
Highly recommend you check out his article, link down below (Photo Christian Catalini):
58/100
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