
February 23, 2026

Sitting in a Berkeley classroom as a ๐บ๐ฒ๐ป๐๐ผ๐ฟ felt oddly familiar.
Not that long ago, I was a student at EPFL in Switzerland, obsessing over systems, models, and the future of software.
Last week, I was mentoring founders at University of California, Berkeley, Haas School of Business.
The questions werenโt about which LLM to use. They were about business.
โWho actually pays for this?โ โIs this a real moat?โ โHow do you acquire your first customer?โ
I shared what Iโm seeing in the market:
The software isnโt the moat. Distribution and owning the outcome are.
We talked about the rise of agencies, like 14.ai. Not just selling software, but delivering the result end-to-end.
Tool โ workflow โ outcome.
Thatโs the shift we made.
In AI, customers donโt want another dashboard. They want the problem solved.
And honestly, itโs exciting to see how sharp this new wave of builders already is.
Thank you again Omri Even-Tov for the invitation. Iโll be following the studentsโ progress with great interest.