A big advantage if this was a product with strong network externalities like social media networks, or even somewhat mobile phones with platform-biased communication tools.
But I don't see generative AI as being particularly that way.
GenAI does not have network effects, correct. There was a time last year when consumer search was still on the table, and I can see how MSFT winning share there might have conferred network effects for genAI, but it didn't happen. Now it's all about the enterprise, which is to say isolated data, which pretty much rules out network effects.
A big advantage if this was a product with strong network externalities like social media networks, or even somewhat mobile phones with platform-biased communication tools.
But I don't see generative AI as being particularly that way.
GenAI does not have network effects, correct. There was a time last year when consumer search was still on the table, and I can see how MSFT winning share there might have conferred network effects for genAI, but it didn't happen. Now it's all about the enterprise, which is to say isolated data, which pretty much rules out network effects.
Training data. Use begats feedback begats improvement.