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Mallika Rao explains that the success of adaptive recommendation systems depends on designing the entire system, not on model accuracy alone. Priorities include real-time feedback loops, retrieval freshness, stage coordination, and controlling latency, cost, and observability.
SC Moatti of Mighty Capital argues that using AI is no longer a defensive advantage in itself, and that the strongest barriers against competitors are business models that incumbent companies find difficult to imitate and network effects. The view is based on an analysis of 576 business-focused AI companies that have raised at least $50 million in funding since the beginning of 2025.