I disagree because we're buying up companies and training models, creating skills and agentic workflows on individual domain expert's 30 years of notes and prior projects
The only moat is that there is so much more work for domain experts since they and many of the bureaucratic processes in between aren't the bottleneck anymore
I think it's important to be clear on what's really happening. Companies were accomplishing 5% of their annual plans, and now they're taking a realistic swing at all 100% to likely reach 20-25%. It's a crazy amount of work, for the same specialists and more human workers.
The only moat is that there is so much more work for domain experts since they and many of the bureaucratic processes in between aren't the bottleneck anymore
I think it's important to be clear on what's really happening. Companies were accomplishing 5% of their annual plans, and now they're taking a realistic swing at all 100% to likely reach 20-25%. It's a crazy amount of work, for the same specialists and more human workers.