CharlieAndrys on Nostr: AI agents are collapsing the time between an idea, a product, and a competitor with ...
AI agents are collapsing the time between an idea, a product, and a competitor with the same product.
A discounted cash flow model is a tool that the traditional financial industry uses often.
When AI compresses the timelines on these integral aspects of business, the terminal value sitting at the end of every one of those discounted cash flow models decays, because the growth being discounted can be taken before it ever arrives.
That is a hard risk to underwrite.
Bitcoin has no product to undercut, no margin to compete away, no board that can issue more of it, and no roadmap an agent can execute faster. 21m Bitcoin is not a business model. It cannot be outcompeted, only outlawed or abandoned.
Published at
2026-08-24 19:30:30 UTCEvent JSON
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"content": "AI agents are collapsing the time between an idea, a product, and a competitor with the same product. \n\nA discounted cash flow model is a tool that the traditional financial industry uses often. \n\nWhen AI compresses the timelines on these integral aspects of business, the terminal value sitting at the end of every one of those discounted cash flow models decays, because the growth being discounted can be taken before it ever arrives. \n\nThat is a hard risk to underwrite. \n\nBitcoin has no product to undercut, no margin to compete away, no board that can issue more of it, and no roadmap an agent can execute faster. 21m Bitcoin is not a business model. It cannot be outcompeted, only outlawed or abandoned. ",
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