investinai

Thanks Seth! I appreciate your response here. Fair point that the "no business is safe" comment might be a little far reaching.

My point more broadly is that no business out there can just ignore AI entirely: it has to be a thoughtful part of your strategy.

I 100% agree with you point on owning the data. I wrote a similar post recently on the importance of data moats, and why I think they're the most important part of defensibility in the age of AI here:

https://ryanshannon.substack.com/p/what-even-is-a-moat-anywa...

Thank you for reading! I appreciate all the feedback in this thread (this is OP).

I think the Big Data comparison is the right one, though it feels like AI is moving even faster (certainly on the product innovation side of things). Notably, though, there was a TON of money spent building out the Modern Data Stack, as players like Snowflake emerged in that era. So if AI can mirror that success, but faster, I think that's pretty amazing.

Agreed on the regulation point, thought it again feels to me like AI is evolving faster than prior tech breakthroughs (feel free to disagree). If for prior loops the regulation was already slow and lackluster, I do worry about how it keeps up with faster and faster innovation.