[JanSchu]

My personal opinion is that it will be extremely difficult in the future to monetize plain software. Either you need a very strong edge and unique angle for your distribution or you have to build a product that cannot be reproduced by agents that can build software.

This will be 2 types of products.

1. A product which requires tech that is not inside the training data distribution of the models underlying coding agents. This is usually then very cutting edge.

2. A product that uses data/insights to generate value for a customer to which a coding agent has no access.

These are the only abstract moats I can think of, the rest will be a race to the bottom

[SeriousM]

A third and very valid one is: You are in a nice he market, be very well connected and buried into customers process and your customer care more about you as a person/consultant/delivery than going though the hassle of replacing you.

[vladsanchez]

I concur and share your thoughts - "it's a race to the bottom" - also as you said and I recently shared with a close friend:

- "In the AI Age, Data is your only Moat!"

Thanks for sharing such valuable insights JanSchu! B-)