Exploring... early AI & deep tech | US + Israel | angel in 75+ | Ex-founder, ex-Amex fintech | Columbia MBA | 10M+ monthly Data/SEO views at ValueAddVC dot com
AI is making it cheaper than ever to build software.
I think that means distribution is getting more valuable, not less.
When everyone can build, building stops being the moat.
The advantage becomes having the audience, customers, brand, data or relationships that let you get the product in front of people.
We’re going to see tiny teams build products that used to require 50 people.
But we’re also going to see thousands of nearly identical products competing for the same customers.
AI is making software abundant.
Distribution is still scarce.