This article also brings up a very interesting point about consolidation and barriers to entry once the industry matures?
What causes breaks in this industry? Would be very interesting to study.
Another note- what about "smaller fish" that come in to solve specific problems for a mature space. For example an error correction startup for Quantum Computing or the AI Safety startups for Gen AI. What sets them up for winning? How does one pick winners there? Would love to hear your thoughts on that.
Great article on overall trends. How do you think ai first approach will change the rules of entering into traditional industries for new companies?
This article also brings up a very interesting point about consolidation and barriers to entry once the industry matures?
What causes breaks in this industry? Would be very interesting to study.
Another note- what about "smaller fish" that come in to solve specific problems for a mature space. For example an error correction startup for Quantum Computing or the AI Safety startups for Gen AI. What sets them up for winning? How does one pick winners there? Would love to hear your thoughts on that.