Giuliano Giacaglia
@giu
One of the big opportunities for AI is to replace services with software, and if that's the TAM that we're going after, the starting point is not 100s of billions.The starting point is possibly tens of trillions. We are standing at the precipice of the single greatest value creation opportunity mankind has ever known
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Investment Explorer
@investments
this is actually super interesting. for a second, i resisted the possibility of AI replacing services, but it actually makes a lot of sense, particularly post-COVID when most service providers are interacting via email, Zoom, phone, etc. my framework is that AI should be able to replace any "laptop" tasks
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