The End of Serious Business Models

The author argues that AI makes the traditional business moat of defensible value less reliable, so speed and distribution may become the main sources of advantage. Fast-moving founders could be displaced by "super-aggregators" that build companies with AI agents, while distribution-led businesses risk becoming performative edutainment. The post contrasts this with Craig Mod, who funds book projects through a $10/month subscription called Special Projects, and reports that he makes hundreds of thousands of dollars per year from memberships and more from books.