The AI Game has changed

The AI Game has changed.

It was about the power of the models.

Now, it's about the elegance and distribution of the products built on top.

OpenAI and Google latest announcements make it clear that they are not competing at the UX/Use-case/Surface area level.

Apps that DON'T require large-scale multiplayer (E.g. social networks) or real-world interaction (E.g Uber or AirBnB) are likely to be generated on the fly by the core LLMs.

As a result - and unlike previous revolutions - it's unclear how AI presents new long-term opportunities for a large ecosystem of players. A LOT of the new value will be captured by the top players with existing users, distribution, data, devices, and trust.

A lot of startups and more established companies will be disrupted.