EVERYONE IS BUILDING THE SAME THING

Summary from the TLDR Founders newsletter

AI startups are converging on the same agent loops, memory systems, connectors, and sandboxes. The comparison here is to web companies in 2005, when everyone needed a database and a login page. Sharing those parts didn't make the businesses interchangeable. The concern is that founders are pitching basic infrastructure as their advantage while saying little about the customer problem they've figured out. Customer references and the team's knowledge of its industry may tell you more than which model or memory system they've chosen.