I have some good memories of Julian (though they are vague after 10 years or so and I would need to reread). Only recently -- after a long procrastination -- I read Myra Breckinridge. This one is even better, though politically incorrect I admit.
Their only moat is that they started 'AI revolution'. More shock waves like DeepSeek release are still to come. Not too mention that LLM->AGI transition in near future is a moot point. They're riding the wave but for how much longer?
Next major crisis (like worst-case scenario AI bubble crash) could cause US economy to shed 3 million jobs. Unemployment rate reached 9% in 2010, now it is just 4%. 32k is a fairly insignificant number compared with 160 million employed overall.
I got shudders just re-reading it when I came across:
'“It’s too late to vid your wife,” the fasrad said. “There are
three emergency-rockets in the stern; if you want, I’ll fire them
off in the hope of attracting a passing military transport.”'