THE CARDINAL SIN OF PLATFORM BUILDING; THE FDE WARS INTENSIFY

Summary from the TLDR Founders newsletter

The platforms that win the next era will look far more like hyperscalers than the SaaS platforms of the past. Companies that centralize important data are in the running to be a platform in the AI era. The last generation of winners are committing the cardinal sin of starting with the platform before they've built the killer app. Doing this almost guarantees they will get the abstractions and interfaces wrong because they're optimizing them against a usage pattern that doesn't exist yet.