“That’s why we see all…
“That’s why we see all the early AI products from the companies spending billions taking one of two approaches: bundling or mostly open source. Those outside those two models are in a sense competing against bundles and against those companies trying to de-monetize the bundles. Those outside are caught in the middle.
The cost of AI, like the cost of mainframe computing to X.25 connectivity, literally forces the market to develop an alternative that scales without the massive direct capital.”