Howardism · Vol. 03Plate II · No. 02
AI Native, tagged.
Notes3TagAI NativeOldest23 May 2026Newest23 May 2026
Every article tagged ai native, newest first.
| Title | Summary | Date |
|---|---|---|
| The AI-Native Safe-Choice Inversion | Buying the legacy incumbent used to be "safe"; post-AI, *being* the incumbent = not AI-native; boards give buyers air cover; a counter-positioning play | |
| Campfire | AI-native ERP (YC S23) pulling customers off NetSuite; custom foundation model + agent platform; Series B (Accel/Ribbit); doubling ARR/quarter since Q4 2024 | |
| Product Velocity as Moat | Shipping speed as differentiator + trust signal ("you'll scale with us"); a treadmill that must convert into durable lock-in |