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Reverse Engineer Anything.
AI agents can now read a lot of what you ship. Here's what still counts as a moat, and what to build instead. Plus, this week's AI news.
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Amjad Masad is the CEO of Replit, and he called out a trend we have to talk about:
People are reverse engineering Adobe products, decompiling GTA V to run it on different devices… AI is “coming for everything and everyone.”
So the question you should be asking is:
What moats are really left in software?
That's today's deep dive. But first, a word from our sponsor + the week's top news.
In Partnership with
Amplitude Custom Agents
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You can run your Custom Agent on a schedule, or whenever you want. You can grab a template, or build your own. I’d start with the checkout drop-off investigator already in the agent library.
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This Week's AI News
The Week's Top News: Meta released its first frontier model
Meta has burst back into the AI race with a frontier model, Muse Wonder. Put together with its new Muse agent, Meta has burst back into the AI race in a real way.
The Artificial Analysis Intelligence Index is striking. Anthropic owns all the top models, Meta’s Muse Wonder Full is next, then OpenAI’s GPT 6 Astra, then Gemini’s 4 Argon, then Meta’s Muse Wonder:
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Meta isn’t even selling Muse Wonder Full tokens. Those are only available inside Muse Code. Meta is only selling the smaller model, Muse Wonder, priced at $4 in and $20/M out. So it is priced like Opus-5.5. But it doesn’t deliver that performance, as you can see from the chart above: 54 vs 52.