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This article discusses the role of forward deployed engineers (FDEs) in software and AI companies, highlighting the difference between effective and ineffective deployment. It emphasizes the importance of leveraging FDEs to improve products rather than merely filling gaps that should be addressed with code.
The article discusses the impact of AI on different types of software companies, highlighting a divide between those reliant on human users and those that serve bots. It argues that while user-interface software is at risk, infrastructure software will thrive as AI adoption increases. The author suggests investing in API and infrastructure companies while avoiding traditional IT services firms.