Andreas Trianta
1.8K posts
Here are two very important charts about the current AI boom. Chart 1: Distribution Matters Open AI is still the clear leader but, interestingly, they are loosing percentage share as the market grows. This is normal for a category leader but it’s curious who they are losing share to. It’s not really to other startups but incumbents with existing, massive distribution. This means that Google has a huge runway ahead of itself as their models and services become better. It also means that when/if Meta gets their act together, they will be able to gain share quickly. Lastly, it likely means that xAI will need to license Grok aggressively OR acquire existing distribution for their models - Snapchat, Pinterest etc. Chart 2: Coding Agents are Slopware App-crappers It should be concerning that this category is shrinking. I think the reason why is obvious but we aren’t allowed to talk about it. The reason is vibe coding is a joke. It is deeply unserious and these tools aren’t delivering when they encounter real world complexity (building quick demos isn’t complex) in any meaningful enterprise. Hence people try, pay, churn. This trend is not good.
