Comment by delusional

> But AI needs to be seen as cutting costs above all else, so they can sell more of it everywhere, and this is what we get.

I think it goes a little deeper than that. In ways that seem to echo in your description of GitHub vs GitLab too.

Big Tech doesn't seem to attempt to generate value. The most positive attribute you can ascribe to a silicon valley startup is "disruptive" which in effect means eating somebody elses lunch. I think this is pretty natural for an industry that has pretty much achieved perfect penetration, but we're still dimensioning the industry for massive growth.

In that framework, silicon valley startups have to identify some sort of frontier they can expand into, and with pretty much all productive enterprise already interfaced with technology. They have to expand into simply replacing labor.