American companies spent $40 billion on AI, with 95% seeing no returns. What did the 5% that made money do right? The biggest trap in the AI era is "doing something cool." 🦊 Cursor isn't cool; it just speeds up coding. Harvey isn't cool; it just helps lawyers save time. ElevenLabs isn't cool; it just enables anyone to do voiceovers. The true moat = vertical data + distribution channels +

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