The defensibility of AI-native software will shift from systems of record (what happened) to 'context graphs' that capture the institutional memory of *why* a decision was made. This reasoning, currently lost in human heads or Slack, will become the key competitive advantage for AI agents.
Netflix's ad business will evolve beyond replicating traditional TV ads. The plan is to create ad experiences that tell a cohesive story across a binge-watching session, recognizing and adapting to user behavior for greater impact and differentiation from linear TV.
While costs for essentials like copper and electricity are rising, cash-rich hyperscalers (Google, Meta) will continue building. The real pressure will be on smaller, capital-dependent players like CoreWeave, who may struggle to secure financing as investors scrutinize returns, leading to canceled projects on the margin.
When selling AI, effectiveness shifted from pure sales craft to demonstrated expertise in using AI tools. Salespeople must act as 'AI ambassadors,' and their personal use of the technology builds the authenticity and trust needed to sell a new way of working, not just a product.
Capturing the critical 'why' behind decisions for a context graph cannot be done after the fact by analyzing data. Companies must be directly in the flow of work where decisions are made to build this defensible data layer, giving workflow-native tools a structural advantage over external data aggregators.
OpenAI discovered its tool, initially conceived for coding, was being used by a private equity firm for complex financial analysis. This customer feedback was so powerful it led to rebranding the product as 'Data Analysis,' demonstrating how emergent use cases can redefine an AI product's core market.
While AI has mastered verifiable tasks with clear right answers, its future growth depends on human experts training models in subjective fields where 'good' is not easily defined. Companies are now sourcing professionals to act as 'verifiers' that teach AI nuanced, domain-specific judgment.
Despite appearing dominant in subscription streaming, Netflix can argue it's smaller than Disney or NBC when measuring total TV time spent. By defining the market broadly to include YouTube and linear broadcast, the acquisition appears less monopolistic, increasing its chances of regulatory approval.
A new 'Tech Bio' model inverts traditional biotech by first building a novel, highly structured database designed for AI analysis. Only after this computational foundation is built do they use it to identify therapeutic targets, creating a data-first moat before any lab work begins.