Feature war


"AI companies are raising at valuations that require them to grow at rates that are only achievable by chasing the broadest possible market with the most generic possible product. A company that raises at a $500M valuation needs to show a path to billions in revenue, which means it can't afford to be a niche tool that does one thing brilliantly for a specific audience. It has to be a platform, horizontal, aimed at enterprise, built for no one in particular.

"Every AI company is building the same enterprise platform with the same features targeting the same buyers, because the fundraising math requires it, because the valuation requires it, because the competitive environment requires raising at that valuation to attract talent, because the talent market requires it.

"Nobody in this chain chose this outcome. Every individual decision was rational. The aggregate result is an industry producing fifty identical products, none of which solve any specific problem particularly well, all of which are locked in a feature war that generates zero cumulative value."

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