Tarun Sairam on Platforms, AI, and the Economics of BigTech
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Tarun Sairam on Platforms, AI, and the Economics of BigTech
I can see parallels to the world of office productivity software. When we moved from desktop based (legacy MS office) to cloud based (Google Docs/sheets), some of the shifts you call out happened i.e. 1/ simultaneous collaboration between multiple participants 2/ single source of truth 3/ processing moved to cloud, but the unit of work still... See more
Tarun Sairam on Platforms, AI, and the Economics of BigTech
Yes, this is exactly the issue with the collaboration narrative. As MS demonstrates, Adobe could have easily replicated collaboration if the unit of work had remained the file. But with the unit of work shifting, it simply couldn't.
Stripe and Ramp have had similar effects on financial software and AI will have similar effects on many forms of knowledge work tooling.
-Sangeet (Reshuffle author)