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If AI is a bubble then the value is going to go down to ~$0. If AI is real then the value of OpenAI and related companies is going to go up into the trillions o
by paxys 2y ago
If AI is a bubble then the value is going to go down to ~$0. If AI is real then the value of OpenAI and related companies is going to go up into the trillions of dollars and join/replace all the current established tech players. Either way, there's plenty of time to join the fun.
- quonn 2y agoAnd why, exactly, would the other players not be able to simply do the same? Since all the important parts of the tech are widely understood and largely published?
- paxys 2y agoWhy has no one else been able to replicate Google, Apple, Facebook, Amazon, Salesforce, Oracle, IBM, Cisco, HP even though all of the tech is largely out there?
- quonn 2y agoBecause half of those have a real moat. Facebook has a strong network effect. Apple controls a platform and is deeply integrated between devices. There are cases to be made to a lesser degree for Amazon and Google and Salesforce. Oracle, IBM, Cisco and HP have all strong competitors and hardly a unique product.