What this reinforces is that unlike with previous big innovations (cloud, iphone, etc), incumbents will not sit on their laurels with the AI wave. They are aggressively integrating it into their products which (1) provides a relatively cheap step function upgrade and (2) keeps the barrier high for startups to use AI as their wedge. I attribute the speed at which incumbents are integrating AI into their products to a…
I think you're missing a fundamental reason: adding AI functionality into products is simply easier. That is, these companies are largely not doing the hard part, which is creating and training these models in the first place. The examples you gave of of cloud and iPhone have both huge capital barriers to entry, and in iPhones case other phone companies just didn't have the unique design talent combination of Jobs an…
No, there is no real "hard part" to AI current. Training is simply "the expensive part".
It seems "the bitter lesson" has gone from reflection to paradigm[1] and with that as paradigm, the primary barrier to entering AI is cash for cpu cycles, other things matter but recipes is relatively simple and relatively available.
[1] http://www.incompleteideas.net/IncIdeas/BitterLesson.html