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Moats in the age of floods (14 minute read)

TLDR AI · 19h ago Cached

The article argues that abundant AI intelligence will not eliminate business moats but will shift value to companies that translate AI models into real-world outcomes through coordination, workflow data, and structural necessity.

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#ai-business

@Mayhem4Markets: Highly skeptical that Anthropic reaches $30 trillion in revenue without a discernible durable competitive advantage

X AI KOLs Following · yesterday Cached

An opinion piece expressing skepticism about Anthropic's ability to achieve $30 trillion in revenue without a durable competitive advantage.

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#ai-business

@heyshrutimishra: Nvidia is in talks to invest in Perplexity at a $30 billion valuation. Perplexity closed its last round at $20 billion,…

X AI KOLs Timeline · 2d ago Cached

Nvidia is in discussions to invest in Perplexity at a $30 billion valuation, marking a 50% increase from its last funding round in under a year.

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#ai-business

@startupideaspod: One of the best businesses to run with GrokBot is a directory. A directory is basically just curated data on a website.…

X AI KOLs Timeline · 4d ago Cached

The article discusses setting up a profitable directory business using AI tools like GrokBot and the Astro framework, outlining steps for niche selection, automated content creation, and monetization.

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#ai-business

@Huanusa: 2026: A new starting point, full of high energy. The Stanford professor's AI lecture essentially spoils the next three years, revealing who will make money and who will be eliminated. Those who get it are already positioning themselves.

X AI KOLs Timeline · 5d ago Cached

The Stanford professor's AI lecture reveals the trends of profitability and elimination in the AI industry over the next three years, providing strategic insights for investors and practitioners.

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#ai-business

@wintonARK: Frontier lab ARR crossed combined Windows + Office revenue in late June of this year (on our estimates). They are toppl…

X AI KOLs Following · 2026-08-14 Cached

WintonARK estimates that frontier lab annual recurring revenue crossed the combined revenue of Microsoft's Windows and Office products in late June, highlighting the growing economic impact of AI companies.

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#ai-business

@Suhail: As intelligence commoditizes, they will launch products in every app layer category to improve their margins. They are …

X AI KOLs Following · 2026-08-11 Cached

Suhail comments that as AI intelligence commoditizes, Anthropic will launch products across app layers to improve margins, while Beff claims Anthropic limited Fable for biology and ML not for safety but to dominate those markets.

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#ai-business

@FinanceYF5: Microsoft discloses for the first time: $24.1 billion in revenue from OpenAI-related business in fiscal 2026. Bloomberg estimates this is roughly 70% of Microsoft's total AI revenue. As of June 30, accounts receivable from OpenAI still...

X AI KOLs Timeline · 2026-08-07 Cached

Microsoft disclosed for the first time that it recorded $24.1 billion in revenue from OpenAI-related business in fiscal 2026, accounting for about 70% of its total AI revenue, and also disclosed accounts receivable and cumulative investments.

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#ai-business

@jehovahscript: Turn any idea into a business that runs itself with MadeThis Within the last 100 days, over 20,000 businesses have laun…

X AI KOLs Timeline · 2026-07-30 Cached

MadeThis is a platform that turns ideas into self-running businesses by providing AI co-workers for coding, marketing, sales, support, legal, and finance, with over 20,000 businesses launched.

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#ai-business

Is AI actually improving business operations, or is it mostly hype right now?

Reddit r/ArtificialInteligence · 2026-07-27

The article explores whether AI is genuinely improving business operations or remains mostly hype, asking for real-world examples beyond chatbots and content generation in areas like task reduction, customer support, data analysis, and workflow automation.

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#ai-business

@googledevs: The Build with Gemini XPRIZE competition is live Presented by XPRIZE x Google, this global challenge gives you 90 days …

X AI KOLs Timeline · 2026-07-21 Cached

The Build with Gemini XPRIZE competition, presented by XPRIZE and Google, offers a 90-day challenge to build AI businesses with a $2M prize pool, with over 18,000 participants already registered.

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#ai-business

@Carles_Reina: If I had to restart @ElevenLabs GTM from scratch, these are the things that I would change - Hire quicker. I was alone …

X AI KOLs Timeline · 2026-07-14 Cached

Carles Reina shares a detailed retrospective on what he would change about ElevenLabs' go-to-market strategy if starting over, including faster hiring, earlier enablement, more outbound focus, and bigger bets.

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#ai-business

@DeRonin_: 4 HOURS COURSE ON HOW TO RUN 1-PERSON AI BUSINESS JUST DROPPED worth every minute if you have the time if you don't, I …

X AI KOLs Following · 2026-07-13 Cached

A 4-hour course on running a one-person AI business has been released, along with a free written version.

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#ai-business

@AnjneyMidha: an interesting property of traditional capitalism is that businesses often have to pick between scale and culture but w…

X AI KOLs Following · 2026-07-09 Cached

An observation that AI enables small teams to scale revenue exponentially while maintaining culture, creating a new Pareto frontier in business.

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#ai-business

@mattshumer_: Crazy to see what happened to @GroqInc after my viral post. Jonathan spent years trying to explain why fast inference m…

X AI KOLs Timeline · 2026-07-08 Cached

A single viral post from investor Matt Shumer dramatically boosted Groq's business by effectively demonstrating the value of fast inference, a point Groq founder Jonathan Ross had struggled to convey for years.

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#ai-business

@laurynmotamedi: After 3.5 years @NotionHQ, more than 10 years running growth teams, and having 2 awesome kids, it's time for me to step…

X AI KOLs Timeline · 2026-07-07 Cached

Lauryn Motamedi announces she is stepping back from her role at Notion after 3.5 years, citing strong growth and AI now making up 60% of the business.

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#ai-business

@AnjneyMidha: frontier ai businesses grow so fast the data room is literally obsolete the day after i get investor updates from some …

X AI KOLs Following · 2026-06-24

An investor notes that frontier AI businesses grow so rapidly that data rooms become obsolete immediately after updates.

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#ai-business

How to make AI profitable (Business PLAN)

Reddit r/ArtificialInteligence · 2026-06-17

An article discussing strategies and business plans for making artificial intelligence profitable.

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#ai-business

Ed Zitron with OpenAI money burn stats

Reddit r/ArtificialInteligence · 2026-06-16

Ed Zitron posts statistics on X about OpenAI's significant financial losses, questioning the company's ability to generate sufficient revenue.

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#ai-business

⚡️ Anthropic and OpenAI subscriptions are more unprofitable than previously thought

Reddit r/ArtificialInteligence · 2026-06-11

A new analysis by SemiAnalysis reveals that Anthropic and OpenAI subscriptions are far more unprofitable than previously estimated, with the real cost of using their AI models via API being orders of magnitude higher than subscription fees.

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