GREG ISENBERG@gregisenberg
The same way mobile-first companies destroyed web-first companies (Instagram vs Flickr, WhatsApp vs Skype), there is becoming a new crop of AI-first companies that will destroy traditional software that just "adds AI features."
Adding AI to old software is like adding a mobile view to a website in 2010.
Companies built for mobile from the ground up won in that era.
That's why I'm incredibly bullish on startups right now. Big tech can't just bolt AI onto existing products - their architecture, teams, and incentives are built for a different era.
Some big tech will win, when they rearchitect. But there's too much legacy code, too many existing customers, and too much revenue to protect. Most will move too slowly.
Meanwhile, startups can design everything around AI from day one. The playing field hasn't been this level in a decade.
It fires me up.