In terms of market dynamics, AI is more like microprocessors than the internet.
- In terms of market dynamics, AI is more like microprocessors than the internet.
- There are no network effects, but there is utility for the very first user.
From other episodes
- Network effects are emergent value.2026-03-09
- If you're making a consumer product you have to demonstrate network effects.2026-02-02
- Aggregator is just a polite word for a peculiar form of monopoly.2025-12-01
- AI is not a goldrush, it's a landrush.2025-11-10
- Workflows are hard to change because there's an intra and inter network effect.2025-10-20
- You can't start a network effect on a base with only bonus value.2025-10-13
- Data is not like oil, but sand.2025-10-13
- Web 2.0 accidentally gave us extremely powerful aggregators.2025-10-13