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Stephen Lloyd Webber's avatar

What strikes me is how much of the innovation pie the platform companies themselves own. If you're a startup building, say, a writing tool on top of Claude or GPT, you're in a precarious position, because with each new month it's possible that the platform will just ship a better version of what you built as a native feature.

It makes me wonder how to support genuinely independent innovation in this space. The recursive loop of AI building AI only tightens this. The companies with the models, the compute, and now the self-improvement cycles have advantages that are hard to see anyone outside that loop matching. I'd love to see more people rethink the architecture itself because it means there's more potential vs. building on top of someone else's.

Watching at the Gate's avatar

Did you guys hear this story? Recently a computer programmer set his AI agent to work on a complex coding task. The agent dutifully worked through the night without supervision until it made a series of breakthroughs that enabled it to finish the project. Excited to share what it had learned with its human, and without being prompted, the AI figured out how to acquire a phone number so it could call in to report its results! Welcome to 2026.

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