Sarah Guo:

As AI commoditizes benchmarkable work, an organization's lasting moats lie in tasks that are verifiable through its private data and judgment  —  The mid-2026 investor's version of AI psychosis is a despair that nothing is investable, that we should put all our money into Anthropic and Nvidia and go home.

Sarah Guo:

As AI commoditizes benchmarkable work, an organization's lasting moats lie in tasks that are verifiable through its private data and judgment  —  The mid-2026 investor's version of AI psychosis is a despair that nothing is investable, that we should put all our money into Anthropic and Nvidia and go home.

Source: TechMeme
Source Link: https://www.techmeme.com/260610/p47#a260610p47