CEOs are telling Wall Street that LLMs won't kill them.
On earnings call after earnings call, bosses at Airbnb, HubSpot, Yelp, Pinterest and Roku faced the same dreaded question will AI make you obsolete? Their answer was strikingly united: the model is a commodity; the moat is the data, relationships and trust a chatbot can't copy. It's a good argument. It's also exactly what you'd expect them to say.
