Comment by themanmaran
1 day ago
The horseless carriage analogy holds true for a lot of the corporate glue type AI rollouts as well.
It's layering AI into an existing workflow (and often saving a bit of time) but when you pull on the thread you fine more and more reasons that the workflow just shouldn't exist.
i.e. department A gets documents from department C, and they key them into a spreadsheet for department B. Sure LLMs can plug in here and save some time. But more broadly, it seems like this process shouldn't exist in the first place.
IMO this is where the "AI native" companies are going to just win out. It's not using AI as a bandaid over bad processes, but instead building a company in a way that those processes were never created in the first place.
But is that necessarily "AI native" companies, or just "recently founded companies with hindsight 20/20 and experienced employees and/or just not enough historic baggage"?
I would bet AI-native companies acquire their own cruft over time.
True, probably better generalized as "recency advantage".
A startup like Brex has a huge leg up on traditional banks when it comes to operational efficiency. And 99% of that is pre-ai. Just making online banking a first class experience.
But they've probably also built up a ton of cruft that some brand new startup won't.