Comment by CharlieDigital

    > AI will not play out the way the Web did (upstarts unseat giants) 

Yes, I agree.

I recently spoke to a doctor that wanted to do a startup one part of which is an AI agent that can provide consumers second opinions for medical questions. For this to be safe, it will require access to not only patient data, but possibly front line information from content origins like UpToDate because that content is a necessity to provide grounded answers for information that's not in the training set and not publicly available via search.

The obvious winner is UpToDate who owns that data and the pipeline for originating more content. If you want to build the best AI agent for medical analysis, you need to work with UpToDate.

    > ...not brand new startups who have to try to convince companies to give them all their data for the first time.

Yes. I think of Microsoft and SharePoint, for example. Enterprises that are using SharePoint for document and content storage have already organized a subset of their information in a way that benefits Microsoft as concerns AI agents that are contextually aware of your internal data.