t is as sure as eggs are eggs that the power of AI content and distribution, if applied to the (now) old paradigm of marketing, will break it and inflate the concept and quality of ‘content’ to the point of zero utility. The new firms and leaders will be the ones who both recognise that and formulate a new paradigm, whatever that looks like

Why you should be ‘default out’ on investing in ‘Generative AI’ companies for the next few years. https://t.co/FhFlJjLefZ

Thus, effectively, OpenAI is to this decade’s generative-AI revolution what Netscape was to the 1990s’ internet revolution. The revolution is real, but it’s ultimately going to be a commodity technology layer, not the foundation of a defensible proprietary moat. In 1995, investors mistakenly thought investing in Netscape was a good way to bet on... See more