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The 5 Tiers Of AI Vulnerability — Bram Kaashoek (Main Capital) #008
Y Combinator's latest guidance to founders was blunt: AI has cut the cost of building software 10 to 100x, so clone an existing product and sell it for a tenth of the price. Bram Kaashoek is Partner and COO at Main Capital Partners, a PE firm with more than 50 enterprise software companies representing €12 billion in assets. His answer is not defensive. Cheaper code is real. It just isn't the game.
The episode makes three arguments. First, the shift that matters is not cost but category: software is moving from a tool that helps a professional to a platform that executes the job, which…
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