The model is fungible underneath; the system of work is not. The next generation of enterprise software is going to be built off the road.
大多数人认为底层AI模型是企业的核心竞争力，模型越好产品越强。但作者认为模型是可替代的，而'工作系统'才是真正的护城河。下一代企业软件将建立在'黄砖路'之外，专注于特定行业的工作流程、数据捕获和治理。这些系统拥有端到端的工作流程所有权，这是大模型实验室无法轻易复制的优势。
It's also worth noting that a lot of the things that would traditionally lock a company like Figma in stop working as well in an agent-first world.
作者挑战了传统SaaS护城河的概念，指出在AI代理主导的世界中，多人协作、插件生态系统等传统优势变得不再重要。这一洞见揭示了AI将如何重构软件竞争格局，使传统SaaS公司的护城河失效。
Taking this one step further, a big part of the friction that Zoom removed was that you don’t need an account, an app or a social graph to use it: Zoom made network effects irrelevant. But, that means Zoom doesn’t have those network effects either. It grew by removing defensibility.
Zoom removed the friction involved in needing an account, an app or a social graph to use it. In doing so, it removed the elements that would create a network effect.
Without network effects, Zoom also lost it's defensibility.