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Comment by osigurdson

1 month ago

I does feel like we are having the petfood.com moment in B2B AI. Bespoke solutions, bespoke offerings for very narrow B2B needs. Of course waiting around for AI to get so good that no bespoke solution is needed might be a bad strategy as well. I'm not sure how it will play out but I am certain there will be significant consolidation in the B2B agent space.

In the UK I bought most of my pet food from zooplus.co.uk. I don't think there's anything inherently wrong with the petfood.com idea, it's just that the best executing company will win as usual.

  • Correction, I meant pets.com. Liquidated in 2002 for $125K, while Amazon is worth $2T. My point, generally, is the market doesn't want overly specialized products.