Comment by playorizaya

12 hours ago

Oh yeah - did not intend to mean to limit the opportunity only to those who use AI.

I'm saying across the board there is massive disruptive potential because of AI (no matter what you are building) that seemingly no major corporate player is taking advantage of.

If Google goes all-in on AI, then yes the opportunity is a "non-AI" one (taking the market they left behind when they abandoned conventional search and advertising models), and to your point those like DuckDuckGo, I might even add Proton, are doing just that - going after that market Google built an empire on.

> whipping up an MVP

That's one way to think of it. Or you can take a purely mathematical and finance perspective:

Code and pixels are cheaper than they have ever been, and yet still have the same or greater earning potential than before. Replace [code and pixels] with real estate, gold, or anything else and the economics would be simple: BUY. It's cheap - buy. Hoard.

For some reason, very few finance people are seeing it that way. I would bet that even a company like DuckDuckGo (in all their benevolence /s) are still benefitting greatly from cheap code and cheap pixels. It can't be avoided - it has pervaded the industry and is providing value whether or not you believe in it or partake.