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Software used to have a de facto scarcity moat because if you wanted to build the same software it would cost x and x was a big number.
When the price of x drops to 1/100 of what it was before simply existing is no longer enough.

Mar 1, 13:37
Pure software is rapidly becoming un-investable.
The cool thing: now that software is easy you can increase the ambition of what you’re doing
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