Agents are dissolving software moats: UI, workflow, and brand lose leverage
signulll · x · 2026-09-19
signulll argues agents dramatically alter the conceptual notion of moats: UI, workflow design, habit, and even brand lose leverage because agents can operate software directly.
- In the optimistic case, the durable layer becomes data, permissions, proprietary capabilities, distribution, and whatever API surface agents can't cheaply reproduce (which isn't much)
- Almost all software can now be recomposed with or without the permission of the actual software owners — unprecedented
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