Is AI a Platform Shift?

You can think of a platform shift as a change in the dominant layer that applications are built on. It might look like Software > Hardware. Or Hardware > Software. A new layer becomes the dominant layer (e.g., most applications are being built on top of the new layer rather than the previous layer). As a result, the new layer might be able to capture the majority of the value from the previous generation (e.g., it might accrue the majority of the profits). New companies become dominant. New or d

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