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Notes on what compounds when models commoditize — the feedback architecture behind self-improving organizations.

June 2026Rodolfo Ergueta12 min read
The Invariants of AI: What Remains Defensible When Intelligence Commoditizes
As intelligence commoditizes, no model or dataset stays an advantage. The durable moats are structural constraints and a self-reinforcing flywheel of data, human orchestration, agentic memory, post-training know-how, and workflow embeddedness.
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