AI as infrastructure, not advantage.
When everyone has access to the same intelligence, the moat moves from capability to coherence.
May 5, 2026·1 min read·Cinquelli
The window in which AI itself was a competitive advantage is closing. Frontier models are commoditizing on a 12-month cycle. Every serious competitor has access to the same capability.
What separates winners from the rest is no longer the model. It is the management architecture around the model — how decisions get made, how context flows, how the organization stays coherent while the tools underneath it change every quarter.
Treat AI as electricity. The advantage is not having it. The advantage is what you build on top.