Supercruise · 29 September 2026 · Investment Thesis

We’ve Seen This Movie Before. We Know How It Ends.

Morgan Livermore, GP @ Supercruise

Open-weight AI models are replicating the Linux-to-Unix transition: closed labs' capability and cost advantages eroding rapidly, forcing both startups and investors to rethink infrastructure moats and funding paths. The bottleneck shifts from building capability to knowing what to build with it.

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Topics: AI (Horizontal) · Venture Capital & Startups

Published by Supercruise · their site ↗

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