I respect Sam and believe that his thinking is usually a few years ahead of mine - with passage of time, I generally tend to agree with his statements more and more. He seems really bullish on AI, and while he might be a bit biased based on his current role, I think that his public statements are truly authentic because he's putting his money where his mouth is (he left a coveted role at YC for his current role at Op…
I'm not worried that these companies will just have their cake and eat it too because there's bound to be someone who would unbundle the AI from the product.
I even think it's more valuable to do that than building your own AI-powered product because then you're a service provider, which generally seems like a cushy place place to be.