Your capital comment at the end feels like a step in a different direction from the rest of the article. Especially when you equate it in comments to the $200 / mo subscription ...
I don't expect those prices to last ... And at some point the govt will step in to stop consolidation though as always too late.
What I don't see anybody analyze is what will all these companies do with they increased internal efficiencies and increased output when masses of people will be jobless and cannot afford said products.
This apocalyptic view on AI's effect on all jobs leads to exactly that. Who will buy the products?
I mean you can see now Waymo paying DoorDashers to close their doors which is dystopian already ... But what will happen when people will not be able to pay for driverless taxis?
And to be clear I am not trying to be contrarian ... I am genuinely curious to hear from the brilliant minds I follow what they see is the solution at the other end ...
I think the AI diffusion will look like a constant trickle of layoffs every year for 5 years, so don't think employment will fall off the cliff just yet.
Great read. Your observations certainly sound ominous for Hebbia and Rogo, not sure if they've already grown big and differentiated enough to survive claude code.
Also curious why you think there will be a K-shaped divide on AI literacy? Unlike the steep learning curve of Excel, it seems everyone can write Claude Code prompts and skills in natural language?
Your capital comment at the end feels like a step in a different direction from the rest of the article. Especially when you equate it in comments to the $200 / mo subscription ...
I don't expect those prices to last ... And at some point the govt will step in to stop consolidation though as always too late.
What I don't see anybody analyze is what will all these companies do with they increased internal efficiencies and increased output when masses of people will be jobless and cannot afford said products.
This apocalyptic view on AI's effect on all jobs leads to exactly that. Who will buy the products?
I mean you can see now Waymo paying DoorDashers to close their doors which is dystopian already ... But what will happen when people will not be able to pay for driverless taxis?
And to be clear I am not trying to be contrarian ... I am genuinely curious to hear from the brilliant minds I follow what they see is the solution at the other end ...
I think the AI diffusion will look like a constant trickle of layoffs every year for 5 years, so don't think employment will fall off the cliff just yet.
In a sign of the times we live, I think this may be a very uplifting and optimistic view :-)
Either way, I appreciate your answer and looking forward to your future posts.
Enterprise AI Trends. All bangers all the time.
Great read. Your observations certainly sound ominous for Hebbia and Rogo, not sure if they've already grown big and differentiated enough to survive claude code.
Also curious why you think there will be a K-shaped divide on AI literacy? Unlike the steep learning curve of Excel, it seems everyone can write Claude Code prompts and skills in natural language?
The K-shape divide will mainly come from capital (e.g. having the means to afford a $200/mo+ subscription will be a huge edge)