I think it is more complex than the author thinks.

There are clearly defensible aspects for ai startups. Specifically I think these are: a) in-context and collaborative features (since working alone with ai through a chat box is unlikely the only way we will interact) b) gated knowledge/data (since commonly available technology can be leveraged with unique data) c) edge computing and offline usecases won't be the center piece for many classical companies and therefore can be very well exploited.

I wrote up a framework to assess LLM powered Startups/Ideas here: https://assistedeverything.substack.com/p/the-three-hills-mo...