AI Is Dissolving Software Moats. China Did It to Hardware First (mehmetmhy.com)

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the moat was never the code, it was the distribution and the trust. AI collapses the first, but the second is still a people problem.

DJI, BYD, Anker have serious moats. China is not an unindividuated mass

If this were the case, open source would have driven costs to $0 years ago.