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The n:n Company (opens the original)
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I keep coming back to this when looking at AI-native software companies.There is plenty of discussion about gross margins, wrappers, model defensibility, and whether a product is really software or partly a service. All fair questions. But I think they miss a more basic change in how these companies are being built.The old software model was straightforward: build one product and sell it to as many customers as possible. Software took long enough to build that a good product could give you sever
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