Anything on a public leaderboard gets trained against. The only AI advantage that does not expire is the definition of good that lives inside your company.
David Haber at a16z: every unrecorded meeting is AI context you will never recover. Companies recording everything build a corpus no rival can access.
Silvia Adlesic said it plainly: willingness to pay measures what the customer believes, not what you built. In the AI era, belief corrects in 48 hours.
Gary Vaynerchuk says YouTube Shorts became his number one platform. Not for the views, but because every video is a deposit into the AEO fight ahead.
Garry Tan admitted he wrote 540,000 lines of code he did not need. For 36 years capability meant lines of code. That equation has just inverted.
Anthropic says Claude writes most of its merged code and its engineers ship 8x more per quarter. The new line isn't who uses AI, but who can prove output.
AI now writes nearly half the commits, but time to production hasn't moved. The bottleneck shifted downstream to tests, CI, and the delivery pipeline.
Uber capped AI spend at $1,500 per person and one company burned $500M on Claude in a month. The cap treats the symptom, not agents turned loose.
Building AI has never been cheaper, so the bet is to build. But 95% of pilots move no P&L, and in most companies nobody owns the downslope of the curve.
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