The current tech landscape is characterized by a few dominant players that are reshaping entire industries, leading to a significant concentration of market power.

The current tech landscape is characterized by a few dominant players that are reshaping entire industries, leading to a significant concentration of market power.

The cloud is a giant revolution, and everything in the enterprise is moving so fast; we will likely end up with just a few major cloud providers.

The rise of open-source models has shifted the landscape, allowing startups to compete effectively without relying solely on large foundation model companies.

It's important to question the narrative that foundation model companies will dominate the market. There are still opportunities for innovation outside of these models, and it's essential to avoid falling into a cynical mindset that stifles creativity.

The AI landscape is different from the past because the primary investors are established cloud companies with strong financial backing, reducing the risk of a market crash similar to the fiber glut.

As industries mature, they often shift from a middle-ground strategy to a 'barbell' strategy, where companies either operate at high scale or as specialized boutiques.

Many users are comfortable paying for multiple AI services, and while this may be sustainable in the short term, there could be a future desire for consolidation.

I think the future of business will empower small, passionate teams to focus on their core ideas, leveraging platforms like Stripe to scale efficiently.