Mike Vernal Says Software Moats Are Dying And Founders Must Do It All
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Conviction GP Mike Vernal argues AI erases switching costs and network effects. Why he thinks software splits like newspapers and what founders should do.
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https://www.forbes.com/sites/josipamajic/2026/09/20/mike-vernal-says-software-moats-are-dying-and-founders-must-do-it-all/
