AI Disrupts Software, Ethereum Price Surges on Accumulation Strategy
Summary
Groundbreaking AI capabilities are disrupting traditional software models, while Ethereum's price soars driven by a company's ambitious strategy to accumulate 5% of the total ETH supply, echoing MicroStrategy's Bitcoin accumulation approach.
Key Points
- AI is becoming so capable and cheap that it is starting to disrupt and replace software itself
- Companies focused solely on feature-based software are at high risk, while those owning distribution layers, computing infrastructure, or AI models themselves are better positioned
- Ethereum's price surge is being amplified by a company aiming to own 5% of all ETH, mirroring MicroStrategy's Bitcoin accumulation strategy