<?xml version="1.0" encoding="UTF-8" ?>
<rss version="2.0">
    <channel>
      <title>Where AI Value Lands</title>
      <link>https://supgrade.github.io/where-ai-value-lands</link>
      <description>Last 10 notes on Where AI Value Lands</description>
      <generator>Quartz -- quartz.jzhao.xyz</generator>
      <item>
    <title>H4 — RL-Driven Specialization as a New Value Pocket</title>
    <link>https://supgrade.github.io/where-ai-value-lands/02_hypothesis/H4_rl-specialization-value-pocket</link>
    <guid>https://supgrade.github.io/where-ai-value-lands/02_hypothesis/H4_rl-specialization-value-pocket</guid>
    <description><![CDATA[ H4 — RL-Driven Specialization as a New Value Pocket Hypothesis Pre-training has saturated and RL is the load-bearing axis going forward. ]]></description>
    <pubDate>Wed, 27 May 2026 11:10:16 GMT</pubDate>
  </item><item>
    <title>H5 — AI Captures Value as Operational Input, Not as Delivered Product (Outside the VC-Megafund Race-In Track)</title>
    <link>https://supgrade.github.io/where-ai-value-lands/02_hypothesis/H5_ai-as-operational-not-product</link>
    <guid>https://supgrade.github.io/where-ai-value-lands/02_hypothesis/H5_ai-as-operational-not-product</guid>
    <description><![CDATA[ H5 — AI Captures Value as Operational Input, Not as Delivered Product (Outside the VC-Megafund Race-In Track) Hypothesis Two tracks exist, and only two. ]]></description>
    <pubDate>Wed, 27 May 2026 11:10:16 GMT</pubDate>
  </item><item>
    <title>AI-First Company Loop (Five-Layer Self-Improving Operating Model)</title>
    <link>https://supgrade.github.io/where-ai-value-lands/04_concepts/ai-first-company-loop</link>
    <guid>https://supgrade.github.io/where-ai-value-lands/04_concepts/ai-first-company-loop</guid>
    <description><![CDATA[ AI-First Company Loop (Five-Layer Self-Improving Operating Model) One-line Five-layer firm-level operating model for an AI-native company — sensor data → policy → tool → quality gates → learning — where the learning mechanism closes the loop back into all four prior layers. ]]></description>
    <pubDate>Wed, 27 May 2026 11:10:16 GMT</pubDate>
  </item><item>
    <title>Exclusive Industry Data Partnerships</title>
    <link>https://supgrade.github.io/where-ai-value-lands/04_concepts/exclusive-industry-data-partnerships</link>
    <guid>https://supgrade.github.io/where-ai-value-lands/04_concepts/exclusive-industry-data-partnerships</guid>
    <description><![CDATA[ Exclusive Industry Data Partnerships A variant of the distribution-moat: an AI provider locks in a deep, contractually-exclusive data-sharing relationship with one incumbent (or a small consortium) in a specific industry, and uses that proprietary corpus — operational data, customer interactions, se... ]]></description>
    <pubDate>Wed, 27 May 2026 11:10:16 GMT</pubDate>
  </item><item>
    <title>Software as Temporary Artefacts</title>
    <link>https://supgrade.github.io/where-ai-value-lands/04_concepts/software-as-temporary-artefacts</link>
    <guid>https://supgrade.github.io/where-ai-value-lands/04_concepts/software-as-temporary-artefacts</guid>
    <description><![CDATA[ Software as Temporary Artefacts One-line Inside an AI-native operating loop (ai-first-company-loop), the marginal cost of synthesising a small, narrowly-scoped piece of software has collapsed far enough that the firm no longer buys persistent middle-layer SaaS for every operational need — agents in ... ]]></description>
    <pubDate>Wed, 27 May 2026 11:10:16 GMT</pubDate>
  </item><item>
    <title>Business ideas — speculative business / company pages</title>
    <link>https://supgrade.github.io/where-ai-value-lands/07_business-ideas/README</link>
    <guid>https://supgrade.github.io/where-ai-value-lands/07_business-ideas/README</guid>
    <description><![CDATA[ Business ideas One-line Speculative business / company ideas the author is considering building or testing. ]]></description>
    <pubDate>Wed, 27 May 2026 11:10:16 GMT</pubDate>
  </item><item>
    <title>Specialist subagent for orchestrators</title>
    <link>https://supgrade.github.io/where-ai-value-lands/07_business-ideas/specialist-subagent-for-orchestrators</link>
    <guid>https://supgrade.github.io/where-ai-value-lands/07_business-ideas/specialist-subagent-for-orchestrators</guid>
    <description><![CDATA[ Specialist subagent for orchestrators One-line pitch Build and sell a narrow-vertical specialist agent — a model trained to do one job exceptionally well — exposed as an MCP tool that other people’s general-purpose orchestrators (Opus, GPT, Gemini, in-house) can call as a node in their agent graph. ]]></description>
    <pubDate>Wed, 27 May 2026 11:10:16 GMT</pubDate>
  </item><item>
    <title>Wiki Index</title>
    <link>https://supgrade.github.io/where-ai-value-lands/</link>
    <guid>https://supgrade.github.io/where-ai-value-lands/</guid>
    <description><![CDATA[  About this research An open secondary-research wiki asking where economic value lands across the agentic AI stack — hypotheses, sources, and citable data; an inquiry, not a fixed thesis. ]]></description>
    <pubDate>Wed, 27 May 2026 11:10:16 GMT</pubDate>
  </item><item>
    <title>log</title>
    <link>https://supgrade.github.io/where-ai-value-lands/log</link>
    <guid>https://supgrade.github.io/where-ai-value-lands/log</guid>
    <description><![CDATA[ Log Append-only chronological record of wiki operations. Entry format: ## [YYYY-MM-DD] {ingest|ask|lint|discover|edit} | Title. ]]></description>
    <pubDate>Wed, 27 May 2026 11:10:16 GMT</pubDate>
  </item><item>
    <title>RL APIs — the commercial fine-tuning surface</title>
    <link>https://supgrade.github.io/where-ai-value-lands/tech/rl-apis</link>
    <guid>https://supgrade.github.io/where-ai-value-lands/tech/rl-apis</guid>
    <description><![CDATA[ RL APIs — the commercial fine-tuning surface One-line The hosted services that let a non-lab actor run RL fine-tuning without building the infrastructure. ]]></description>
    <pubDate>Wed, 27 May 2026 11:10:16 GMT</pubDate>
  </item>
    </channel>
  </rss>