Platform Dynamics

The ‘End of Software’ Is a Lie. Here’s the Truth About AI and Apple.

We’re obsessed with AI’s ability to write code, but we’re ignoring the real bottleneck: the App Store. The future of software isn’t about generating apps on the fly, it’s about who controls the runtime. The end of software is actually the beginning of a war over digital gatekeeping.

The Hidden War for Your Desktop: Why GUI Agents Are the Real AI Battlefield—and the Moat Nobody’s Talking About

Tech giants are racing to control the GUI agent layer—the universal interface between humans and all software. But the real moat isn’t benchmark accuracy. It’s the human-in-the-loop feedback that transforms every user correction into free training data, creating a self-reinforcing flywheel that API-only agents can never match. The bridge to the future isn’t a stopgap—it’s a permanent battlefield.