That's why either VCs confused moat with bot farms and farmed stars over solving genuine problems or they just blindly invested based on founders track record no matter what. To me both are really by product vibe coding hype and chatgpt killing wrappers.
I also believe the same. Many VCs are obsessed with moat that they clearly got wrong. To me the value created at app layers are so much that gives them the flexibility to diversify their infra layers. Good harnessed do not depend on a specific model provider or memory layer or etc that when it is taken down like anthropic fable they get no risk exposure. Many even after growing train their own model like what cursor did with composer. There’s many more examples in other verticals like manus, superhuman, fireflies, lovable, replit, cursor, nouswise, cline windsurf and kilo but many are concentrated in coding because again I think VCs have preferred this definition of moat.
You can call it a bait but where is VCs due diligence for this. Most VCs where out there defending their infra layers investment. Just look at YC batches and see the inflated number of infra startups.
> particularly following the release of ChatGPT in November 2022, has led to a significant decline in labor demand for certain occupations in the United States. Specifically, job postings for roles with high vulnerability to AI substitution dropped by an average of 12% between late 2022 and mid-2025, with the impact intensifying to 18% by the third year post-launch
I'm pretty it can grow up 30% with robotics comming up..
I think ppl does not meet the required UI/UX necessary for interacting with books and reading in general.
If they do it, it would hurt the experience with web.
I use https://nouswise.com/. I no longer need separate apps for note-taking, writing, researching, organizing, cloud pdf reader and constantly switch between them.