David Golub

When it comes to AI, the biggest gains live in the white spaces, the system boundaries created back when coordination was too expensive to happen.

Many companies approach AI by identifying tasks they can automate. The bigger opportunity is not making current processes cheaper. It's recognizing that AI enables coordination across fragmented parts of organizations that couldn't align before.

Two years into the LLM era, the commodification of powerful foundation models has shifted the competitive dynamics from biggest brain to deepest moat.