AI makes software easier, like China did to hardware
MehmetMHY · reddit · 2026-08-26
The author argues that AI is lowering the cost and difficulty of building decent software, similar to how China's manufacturing ecosystem commoditized hardware production. This shifts the moat from "ability to build" to scarcer assets: proprietary usage data, distribution, switching costs, customer relationships, regulation, and physical operations. The essay explores this comparison and where long-term defensibility lies in a software-abundant world.
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