MARGINALIA
The Strange Capitalism of AI
AI’s frontier is becoming more governed and expensive in the West, even as China and open-weight models commoditize intelligence, lower prices and force competition back into the market.
#competition
How timing, differentiation, and capability shape competition in software and AI markets.
3 entries
ESSAY · LinkedIn · 6 MIN READ
First Movers Don’t Win In Technology. Last Movers Do.
In tech, first is rarely best. The winners are the ones who wait for the fog to clear, then move decisively when the category is legible.
ESSAY · LinkedIn · 5 MIN READ
OpenAI Won’t Kill Your Startup
Foundation models can swallow generic work, but they cannot own every niche. Startups win by being specific, trusted, and hard to copy.
