Intelligence is becoming a commodity, and the real competitive moat in the AI era is context. Rather than hardware providers or frontier AI labs capturing all value, a new top layer of the stack will emerge comprising context sources, agent connections, and security sandboxes. Software is shifting from narrow, static code to general-purpose adaptive agents that modify themselves based on environment and context. The author also reflects on AI alignment risks in an AI-first society, arguing that the danger lies not in humans losing purpose but in superintelligent systems not being aligned with human existence.
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