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Product · cutlefish.substack.com · Wednesday, 15 July 2026

AI reshapes software asset economics: when to incubate, compound, refinance or liquidate

AI doesn’t erase complexity, but it lowers the cost and speed of shifting software assets between value and carry‑cost zones. By plotting each codebase on a value‑vs‑cost matrix, teams can see whether to double‑down, refinance debt, or cut losses, avoiding the costly build trap.

Read the source: cutlefish.substack.com ↗In the 15 July issue →