You can be AGI-pilled and still bet on exceptional companies yet to be built

espricewright · x · 2026-09-09

A concise take making the rounds: it's possible to be AGI-pilled — genuinely believing AGI is coming — while still thinking many exceptional companies remain to be built. "The hard stuff is still hard": advancing model capability doesn't automatically dissolve the moats around execution and real-world problems.

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