Ted Underwood @tedunderwood.com · 31/07/2026I continue to think the killer app of AI is help with organization and executive function, and continue to think MSFT and GOOG are positioned for a scary sort of lock-in there. Model quality is much less of a moat than "we have your data." 10885
max @seoul.systems · 05/08/2026which is why I think apple still has the moat. the new Siri doesn't get talked about enough imo 000
