This piece really made me think about the long-term vision for AI. The plumbing metaphor you highlighted, and the idea that commoditization will hit valuations so hard, is something I've been mulling over. Do you think the 'slow, difficult, and necessary work of integration' might still yeld significant, but perhaps less hyped, monopolies?
Building and maintaining reliable ‘plumbing’ is capital-intensive and almost makes concentration into fewer, but larger, entities inevitable. The top 3 cloud providers have 70% global market share; same figures for express parcel shipping.
If integration becomes aggregation, you end up with something like Google, Facebook, and YouTube (a lot of 'slow, difficult, and necessary work of integration' in all of these).
There's this military saying about amateurs discussing tactics, but professionals discussing logistics... I think that easily translates to hype vs infrastructure ☺️
This piece really made me think about the long-term vision for AI. The plumbing metaphor you highlighted, and the idea that commoditization will hit valuations so hard, is something I've been mulling over. Do you think the 'slow, difficult, and necessary work of integration' might still yeld significant, but perhaps less hyped, monopolies?
Absolutely!
Building and maintaining reliable ‘plumbing’ is capital-intensive and almost makes concentration into fewer, but larger, entities inevitable. The top 3 cloud providers have 70% global market share; same figures for express parcel shipping.
If integration becomes aggregation, you end up with something like Google, Facebook, and YouTube (a lot of 'slow, difficult, and necessary work of integration' in all of these).
There's this military saying about amateurs discussing tactics, but professionals discussing logistics... I think that easily translates to hype vs infrastructure ☺️