I think people who talk about "the AI" in the next era are getting confused.

· Bits and Bobs 2/3/25
  • I think people who talk about "the AI" in the next era are getting confused.
    • They are making two incorrect assumptions, I think.
    • 1) That AI will be a centralizing force at the model layer due to capital costs.
    • 2) That the model layer and app model will be vertically integrated.
    • Both seem likely to be incorrect to me.

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