This is an interesting Chinese-language take on why AI agents are having a moment in the US but not China.
- This is an interesting Chinese-language take on why AI agents are having a moment in the US but not China.
- The point is that the US software ecosystem is high friction because everything is split into silos.
- In China, there is much less fragmentation because everything lives in a smaller number of superapps.
- Of course, that means that those superapps have massive amounts of leverage over their users.
- What if we could have the lack of friction without the hyper-powerful owners?