If you were to start a company today, what type of business model would you choose? Most new businesses have some form of AI in them, and this makes some sense during a gold rush, but it’s also a crapshoot. And the rate of change is so insanely fast and unpredictable that it’s becoming difficult to read the market with any confidence beyond three months. Even if you hit traction, there’s no guarantee your moat won’t evaporate. And it’s cheap for everyone to build now.

Personally I think the smartest business to start right now would be an “online-to-offline” model that bridges digital and physical world - think DoorDash, Uber, etc… if you hit traction with that kind of business then at least you have a legitimate moat that AI can’t drain overnight.