Aaron Levie, Gergely Orosz, and Eric Siu published the same thesis in 36 hours: building got commoditized. Owned distribution loops are the 2026 moat.
Anthropic shipped dreaming in agents on May 6. The difference between AI that compounds and AI that plateaus is architectural, not model-driven.
Greg Isenberg and Mengto made the same case on May 6. A brand an agent can't read in 30 seconds is not a brand. It's a PDF.
Brian Armstrong cut 14% and rebuilt Coinbase AI-native on the same Tuesday, two days before Q1 earnings. Sam Altman named the pattern: AI-washing.
Andrew Chen and Aakash Gupta said the same thing from different microphones. When building got cheap, deciding what to build became the new scarcity.
Aaron Levie and Daniel Miessler shipped the same diagnosis from opposite angles. Companies that can't describe themselves won't get value from AI.
Microsoft Agent 365 went GA on May 1 at $15 per user per month. Same day, GitHub Copilot doubled the Claude Opus 4.7 multiplier from 7.5x to 15x.
An April 30 paper from Fudan + Peking measures seven harness components. The system prompt is the only one that regresses below baseline when isolated.
Karpathy's LLM Wiki hit 17M+ views describing memory. We have spent 18 days running the four layers around it: senses, nerves, immune system.
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