3 ms·
If you think of it like cloud, where it's a commodity that reaches competitive prices, then you can use it to build products and applications, instead of compet
by mizzao 10mo ago
If you think of it like cloud, where it's a commodity that reaches competitive prices, then you can use it to build products and applications, instead of competing for infrastructure (see also: railroads, optical fiber)
There is tons of money to be made at the application layer, and VCs will start looking at that once the infrastructure layer collapses.
Here's a blog post I wrote about that: https://parsnip.substack.com/p/models-arent-moats https://parsnip.substack.com/p/models-arent-moats
- cmiles8 10mo agoNot really though. The cloud has some stickiness. It’s pretty hard to move once you’ve settled in. For a lot of AI integrations though it’s just swapping some API endpoints and maybe tweaking the prompting a bit. For probably 95% of AI use cases there almost no barrier to switching.
- r0b05 10mo agoIt's a good take. I think both trajectories are occurring simultaneously. OpenAI challenging Google search is a winner takes all situation, not to mention the vast amounts of user data. On the other hand, us lesser mortals can leverage AI like a commoditized service to build applications with it.