Earlier quoted context omitted.
Your points are all valid, but it doesn’t really change the situation that was being discussed: an AI company trying to enter completely new markets just because they can write software for it is hardly some sort of automatic win. They’re much more likely to fail than succeed. I mentioned sales and marketing but there’s a whole lot more as well. Basically, it involves creating an entire subsidiary. Perhaps the time w…
It does raise the question of where in the future will companies compete. What's the balance going to be between, 'connecting customers to product' and 'making differentiated product'? In theory, if customers have perfect information ( ignoring a very large part of sales is emotional ), then the former part will disappear. However the rise of the internet, and perhaps AI agents shopping on your behalf, hasn't really…
Exactly where current companies compete, rent seeking, IP control, and legal machinations.
Hence you'll see a few giant lumbering dinosaurs control most of the market, and a few more nimble companies make successful releases until they either get crushed by, get snapped up by the larger companies, or become a large company themselves.