The giants just spent $9B putting engineers inside customers. Founders can now run the same motion for almost nothing — and it's the cheapest moat left to build.
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In the space of two months, four AI giants committed roughly $9 billion — not to better models, but to putting human engineers inside their customers' buildings. That's the loudest signal of the year for founders. The motion they're paying billions to build, you can now run for almost nothing — and it's the cheapest way left to build the two things that…
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