I like your arguments. This implies that computing (AI) , like electricity is or will be capital intensive . Take this further , Google , AWS and MSFT are the kings of the Western World
This sounds like an argument from awhile back against “AI Wrapper” and definitely before Windsurf got acquired by OpenAI. Yes, big tech can kill the startups built on top of their LLMs but they can also acquire those startups, giving VCs big return in short time.
I don't normally agree with your views but I do here. Computing and the internet were both massively disruptive to incumbents and allowed fast moving challengers to soak up all the gains. AI massively favors the INCUMBENTS, because only orgs with massive amounts of data and capital can actually make something useful out of it. Long GOOG
I like your arguments. This implies that computing (AI) , like electricity is or will be capital intensive . Take this further , Google , AWS and MSFT are the kings of the Western World
This looks like it was generated by chat gpt. Excess headings. Tight, formulaic sentences. Longer than necessary. Sigh. Hope I'm wrong.
This sounds like an argument from awhile back against “AI Wrapper” and definitely before Windsurf got acquired by OpenAI. Yes, big tech can kill the startups built on top of their LLMs but they can also acquire those startups, giving VCs big return in short time.
I don't normally agree with your views but I do here. Computing and the internet were both massively disruptive to incumbents and allowed fast moving challengers to soak up all the gains. AI massively favors the INCUMBENTS, because only orgs with massive amounts of data and capital can actually make something useful out of it. Long GOOG