Are we living on a technological fault-line?
Almost as soon as the announcement came down about OpenAI’s AgentKit (old news by now), the LinkedIn rumor mill was churning out the epitaphs of whole swathes of new and established tooling. Transformative one day. Archaic the next.
But here's the big question: is the world really so different? Or have the standards for creating value just resettled within their natural boundaries?
Here's the situation: if AI makes it possible for anyone to vibe-code anything, then what we choose to build or buy will need to be commensurately more discriminating. And I know, AI code is buggy and most of it never makes it to production, but just follow me for a second.
Even if the calculus of how a product gets developed changes, the common denominator for what makes a product valuable won't.
In the land of the blind, the one-eyed man is king. But in a world dominated by AI, experience still wins the day.
Here’s my hot take: if you're using AI to solve the problems that someone else can solve, then eventually they will. So, use AI to solve the problems that only you can solve.
In other words, if you want to deliver impact, focus your energy where you can establish unique value based on what’s proprietary to your organization—which more often than not, comes down to the context data it owns and the teams that support it.
Choosing the right AI pilot isn’t about creating the flashiest demo—it’s about bringing your own unique assets to bear on a technology that can optimize them.
And the same goes for your partners. In an AI environment, iteration cycles happen quickly. But regardless of how fast you can build, what you can’t acquire quickly is context.
What you can’t acquire quickly is an experienced perspective on the problem.
Vibe-coding can certainly help you build faster, but faster doesn’t mean more valuable. If you’re looking for a partner that’s still going to exist in 5 years, you need to look for companies that check those boxes first.
AI doesn't change value—it clarifies it. Whether you’re deploying pilots internally or evaluating partners externally, reliable proprietary context data—and the expertise to know how to use it—is the first and only moat for value in the AI era.
More on this topic in my latest article (check the comments!)