I disagree because we're buying up companies and training models, creating skills and agentic workflows on individual domain expert's 30 years of notes and prior projects

The only moat is that there is so much more work for domain experts since they and many of the bureaucratic processes in between aren't the bottleneck anymore

I think it's important to be clear on what's really happening. Companies were accomplishing 5% of their annual plans, and now they're taking a realistic swing at all 100% to likely reach 20-25%. It's a crazy amount of work, for the same specialists and more human workers.

But that’s not true though. You still have to convince humans. You still have to deal with what people in power feel (clients, leads,etc) This still adds wall time. I saw 0 serious analysis confirming 5x productivity gains. In the coding part? Maybe, and that’s not even certain. But pure coding is only one order of making software, or solving problems with software