Investor debate: can durable AI middleman businesses survive between labs and law firms?
matt_slotnick · x · 2026-09-27
Matt Slotnick and curiousvii debate the business model for applied AI middlemen. Slotnick argues friction and strategic need make a large business viable between labs and customers: law firms won't depend wholly on labs, want heterogeneous models, and won't build in-house, making players like Harvey natural allies. curiousvii raises the core open question — what's the durable business model when you're renting an evolving capability, seemingly stuck precariously between labs and customers. Slotnick's reply: too many unknowns, keep running experiments from a privileged position.
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