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The "subscription is the business, not the product" line is the whole post. Once a vendor open-sources the skills, you're not paying for capability anymore, you're renting their roadmap and their off switch. What people underestimate is the CLAUDE.md itself: encoding your ICP and your hard-won messaging into a file you own is the compounding asset, and it's exactly the thing a managed coworker never lets you keep. The Gooseworks pivot from "runs your GTM" to remixing Meta ad templates is a pretty clean tell about where that category is actually heading.

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