mk pfp
mk
@mk
I expect that AI eats most AI startups.
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Cameron Armstrong pfp
Cameron Armstrong
@cameron
AI startup -> hyper niche moats catering to specific user group UX flows that don’t make sense for general AI apps to make a custom screen for 🫡
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Chu Ka-Cheong pfp
Chu Ka-Cheong
@kc
Still, the defense is pretty weak when the models are just an OpenAI API and all the startups do is writing prompt templates.
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Cameron Armstrong pfp
Cameron Armstrong
@cameron
Definitely, I think my presumption is that you either build out non AI moats in parallel (sales/BD, complementary product suite, implementation, etc) or else you die
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✊ Mert from GodmodeHQ pfp
✊ Mert from GodmodeHQ
@mmd
That makes sense. I am really curious about what happens when incumbents integrate it fully e.g. Adobe. Is that an end to all small niche gen AI startups? Or Unity integrates it and what happens to gaming asset startups over the medium term
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Cameron Armstrong pfp
Cameron Armstrong
@cameron
I think the math is the same as it always is: Incumbent Distribution vs Startup Agility In the time it takes Adobe to launch an AI product (which lets be real probably looks like a chatbot where you do your own prompting), I should’ve launched 10 iterations of my product so I can solve the same problem 10x better
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