Software cloning and a possible shift in AI startup value toward data

After meeting AI founders and executives in San Francisco, a poster speculates that easier-to-clone software could make customer data and workflows more valuable. They describe agent teams building around interchangeable models, with industry-specific data connectors, evaluations and human review. They also predict that some AI companies may pair huge revenue with poor customer retention, and point to messy internal data and the struggle for attention as challenges.