3 ms·
The first mover advantage isn't as big an advantage as being the one to monopolize a commodity. While there are some historical advantages to first mover's doin
by sqeaky 2y ago
The first mover advantage isn't as big an advantage as being the one to monopolize a commodity. While there are some historical advantages to first mover's doing this, it is the common case. I also think that is very nearly a winner take all sort of thing, or at least a very API providers will still matters, if this asymptotes.
Compare this to toilet paper or fuel, if AI asymptotes and everyone catches up in 6 months it will be be just like these. There are some minor differences in quality, but if a customer can buy something good enough to keep their ass clean or their car powered then they will tend to pick the cheapest option.
Sometimes it is subterfuge like ms stealing the OS market from IBM or there might be a state sponsored AI lab like so many state run industries pushing out competition, but there are a ton of ways to beat first movers.
- JumpCrisscross 2y agoIf there is no niche, first-mover is useless. But if there is value to be had, it’s valuable. Fighting to tread water in a moving stream with the expectation the flow will slow isn’t irrational.
- sqeaky 2y agoAre you claiming there is no Niche to making commodities? I haven't really considered it I could see an argument being made either way. Or are you saying that it's a product these API based llms are just not going to be how we use these tools? Or are you saying something else entirely?