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by intrinsicallee 49 days ago
Bingo. All the clamor for more speed is driving erosion in the biggest asset class for most of the companies adopting these "accelerant tools": knowledge.

Everybody cargo culting winner takes all VC plays is gonna deprive everyone involved from building the knowledge assets they need to compete while playing into the hands of the winner takes all VC plays providing the tools driving all of this.

Seems clever from the point of view of the soon-to-IPO vendors behind these tools, and also seems extremely naive of all the people, teams and orgs buying into this ecosystems.

My current play is to do deep dives into fundamentals and stealth a team of like minded people to start putting out packaged expertise to help escape this quagmire.