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Generative AI: What Companies Will Win?
With Generative AI’s budding reasoning capabilities, a new class of agentic applications is starting to emerge.
What shape do these application layer companies take? Interestingly, these companies look different than their cloud predecessors:
What shape do these application layer companies take? Interestingly, these companies look different than their cloud predecessors:
- Cloud companies targeted the software profit pool. AI companies target the services profit pool.
- Cloud compa
Sonya Huang • Generative AI’s Act O1
My thinking goes to – what new product experiences are uniquely enabled by generative AI or LLMs as a form factor? Or which existing products that solve a need can be made 100x better? I’m reminded of just *how* mobile-native Uber, Snapchat, and Instagram were – they simply couldn’t exist in a previous paradigm.
Aashay Sanghvi • 4 questions on AI
The New Stack of Entertainment, Tensions of the AI Age, & Navigating Cambrian Explosions
Scott Belskyimplications.com