AI CAN OUTRUN ANY COMPANY BY MORNING — BITCOIN HAS "NO CUSTOMER BASE TO POACH"
Marty Bent’s read is simple: AI just put an expiration date on every company’s advantage. A rival used to need years and millions of dollars to copy your product. Now an AI agent can study your app, rebuild the features, and launch a copycat before your next earnings call. That is the real problem with owning stocks for the next twenty years, you are betting on a moat that a machine can dig around in a weekend. Bitcoin was never built with a moat that needs defending. It has no product to copy, no team to poach, and no code path where an engineer wakes up one day and issues more of it. The supply schedule is not company policy that a sharp competitor can out-innovate, it is math that runs the same whether ten people are watching it or ten million. That is why money keeps showing up even with the federal government sitting on over forty trillion dollars in debt it can only pay by printing more, over two billion dollars moved into bitcoin funds in the last month alone. Every other asset is now racing against software that gets faster every quarter. Bitcoin just sits there, unbothered, running the same rules it always has. Architecture beats disruption. That is the whole trade.
tftc · Mon Aug 24 · 12:20 PM ET