Part 3/4:
This dynamic suggests that the market is approaching an asymptotic limit, where further improvements in intelligence may come at a much slower pace. This could lead to architectural changes, and new players may emerge, similar to the way Google emerged from the 37 search engines that existed before it.
Applications: The Race to Market
The application layer is where the real value can be captured, but it's also the most competitive. Large companies can optimize their products very quickly using AI, posing a challenge for new entrants. The race is on to get to market faster than the big companies can develop their own AI-powered solutions.
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