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Adam Tervort — Memos

Memos on AI operations, markets, and the systems behind useful products — written to be read, argued with, and handed to your agent.

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Where Does Value Live When Intelligence Is Free?

The nominal cost of intelligence is approaching zero. The market for "we did it with AI and sell you the output" is collapsing. Enterprise software buying is contracting. If we're building something together, we need to understand where value actually lives now — and it's not where most people think.