People adopted the Internet organically during the dotcom era for a simple reason: on-demand news and email. On a $10/mo dialup plan, that was a pretty affordab

People adopted the Internet organically during the dotcom era for a simple reason: on-demand news and email. On a $10/mo dialup plan, that was a pretty affordable deal; you didn't have to write letters to people anymore. I think genAI is different as most of the use cases aren't really all that valid for individuals, and it's yet to be seen if companies actually derive benefits from it beyond just growing their ability to spam you with on-demand video, podcast and image generation. I'm not saying Copilot and the like aren't helpful, just that there probably isn't room for more than one Copilot scale product. Mostly however, I feel that the AI hype is being driven by VCs and companies themselves, and there isn't a network effect to catalyze its growth among consumers, like there was with email.