Busch: Hard tech manufacturing is the future moat as AI commoditizes software
Doug Busch · Saronic's 4 Co-Founders on Building a $9.25B Shipbuilder | Part III · Sep 10, 2026 · at 22:12
Doug Busch, co-founder of autonomous maritime defense manufacturer Saronic, shares his thesis on defensibility in technology as artificial intelligence and automated coding advance.
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“Yeah, Molly, my hottest take is I really do think that we're re-entering kind of the world of the here and the now, and what I mean by that is I think being successful in real space, doing hard tech, building real things, and manufacturing with real tangible items is going to be the moat of the future, especially as software becomes a bit more commoditized as we see surgence in AI and bot coding.”
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