added by sari · updated 9mo ago
AI: Startup Vs Incumbent Value
Darren LI and added
- Disruption Theory & risk-aversion don’t apply
Incumbents typically cede market space to startups wherever there’s new, unproven technology or a new, unproven market, especially in spaces where they can’t use past data to predict the future. But in AI, they’re rushing to embrace new technology and uncertain markets, spending historic amounts of ... See morefrom AI startups require new strategies: This time it's actually different by Jason Cohen
Nicolay Gerold added
- Sobriety source #2: AI as the next platform shift. Every wave of new companies that transforms their respective industries is fueled by a major platform or technology shift. The advent of the web did this. The smartphone and mobile applications did this. And there is no doubt that AI is our next wave. But does every new wave always necessarily favo... See more
from The Great Sobriety for Venture Investing, Where To Start with AI, & Undeniable Data
Abie Cohen added
AI notes