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The AI rollup mirage and the risk of repeating old mistakes
Manage episode 491188586 series 3275735
Content provided by Nathan Benaich (Air Street Capital). All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Nathan Benaich (Air Street Capital) or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Across the technology investing world, investors are scaling their bets on a seductive thesis: Generative AI will transform low-margin service businesses into high-margin software companies. Several well-known platform venture firms have committed billions to this strategy and have begun to make their bets.
This essay is co-authored by Nathan Benaich and Nikola Mrksic, CEO of PolyAI.
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