- nobody knows how the market for workflow-specific applications will settle once AI fully penetrates the economy over the next 20 years and what will be left and what feature groupings make sense. Tons of money will be lost trying to figure this out
- applications that target specific workflows are already packed with competitors with a highly tailored distribution strategy for that market who you would need to beat, vs owning a fast growing new category (LLMs)
- it’s very likely the real money will not be made by disrupting software (sub-2% of the economy), it will be made by disrupting other much larger industries
- everybody said the same thing about Google and yet Google quickly topped out as far as how many products they could execute well, now they can’t even stay competitive on AI, the larger the surface area of a company, the more diluted its focus and the more surface area where it can be disrupted