Big companies have always copied startups.

But sometimes they do something even more revealing: they buy the capability first — as a customer — and only later decide whether to internalize it.

Today’s example is from defense: the Pentagon is reportedly looking at Ukrainian interceptor drones because they’re cheap and effective against mass drone attacks.

That’s the same pattern we see in software:

• platforms move down the stack fast,

• “baseline” gets repriced,

• and the winners are the ones who own a workflow (not just a feature).

Full playbook in our new blog: studioalpha.substack.co…

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Source: ft.com/content/d077e9c6… (Financial Times)

#Startups #AI #BigTech #DefenseTech #PlatformStrategy