Comment by digitcatphd

1 month ago

I wasn't referring to OAI, but rather:

1. Existing legacy players with massive data lock-ins like ERP providers and Google/Microsoft.

2. Massive consolidation within AI platforms rather than massive fragmentation if these legacy players do get disrupted or opportunities that do pop up.

In other words - the usual suspects will continue to win because they have the data and lock in. Any marginal value in having a specialized model, agent workflow, or special training data, ect. will not be significant enough to switch to a niche app.

It is indeed unfortunate and niches will definitely exist. What I am referring to is primarily in enterprise.