The argument that AI is unlikely to be a winner for the middle-ground companies.
Why? “was a feature not a product” – in other words value will either accrue to core AI platforms (e.g. Open AI) or to incumbent software tools with distribution who will just add AI features.
“Adobe will own the AI-based image editing market Office & Google Docs will own the AI-based writing market Salesforce will be the best AI-enabled CRM Shopify the best AI optimization and customer support Zoom the best AI meeting summaries … all with a few API calls“
