Moats

Four Moats That Survive the Agentic Era

2 June 2026 · 7 min read

Start with the question that should keep any operator up at night: is there a high-margin line of your business that two people with off-the-shelf AI could rebuild in 60 to 90 days? If the answer is yes, the moat you thought you had is already gone — you just haven’t met the team that’s draining it. That framing comes from Peter Diamandis’s Organizational Singularity conversation (EP #258), and it’s the right place to begin, because once you accept that execution is cheap, the only interesting question left is what isn’t.

Software

Is Pure Software Dead? The Moat Was Never the Code

2 June 2026 · 7 min read

For sixty years, code was the toll booth. If you wanted a machine to do something, you learned its language — C, SQL, regex, the precise dialect a compiler would accept — and that fluency was scarce enough to build careers and companies on. The premise underneath every software business was simple: writing the thing is hard, so charge for the thing.

Disruption

Two People Could Replicate Your Best Line in 90 Days

2 June 2026 · 7 min read

Here is the question to ask about your own company before anyone else asks it for you: is there a high-margin line of your business that two people with off-the-shelf AI tools could rebuild in 60 to 90 days? Not the whole company. One line. The profitable one. The one that funds everything else and that nobody on the leadership team worries about because it has always just worked.