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Dudley.Codes · Feb 18, 2026

The Only Moat Left Is Money

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Every morning a few thousand people wake up and ship something. A tool, a SaaS, a newsletter, an app that does the thing the other app does but slightly differently. They post it on Hacker News. Nobody clicks. This is not new. What’s new is the scale. An AI can wake up (or whatever it does at 3am) and ship twelve of these before breakfast. The value of human thinking is going down. You…

Every morning a few thousand people wake up and ship something. A tool, a SaaS, a newsletter, an app that does the thing the other app does but slightly differently. They post it on Hacker News. Nobody clicks.

This is not new. What’s new is the scale. An AI can wake up (or whatever it does at 3am) and ship twelve of these before breakfast.

The value of human thinking is going down. You probably knew this. The corollary is rarely mentioned: the value of a human eyeball is going up, because there are only so many of them and there are now infinite things that want to be looked at.

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