AI actually made true innovation much harder.
We are dealing with a massive illusion of creativity right now. People think they are inventing something new but they are really just playing around inside the constraints of a foundation model someone else built. It creates a completely fake sense of achievement.
The structural problem is obvious. The base layer is a locked down monopoly and the application layer above it is totally disposable. You build a thin wrapper and it dies the second a major player pushes an update.
Companies are struggling to find a stable anchor for value capture in all this chaos.
The focus has to shift entirely to the data side. Once the models become pure commodities, owning unique proprietary data is the only real moat you have left.
We are dealing with a massive illusion of creativity right now. People think they are inventing something new but they are really just playing around inside the constraints of a foundation model someone else built. It creates a completely fake sense of achievement.
The structural problem is obvious. The base layer is a locked down monopoly and the application layer above it is totally disposable. You build a thin wrapper and it dies the second a major player pushes an update.
Companies are struggling to find a stable anchor for value capture in all this chaos.
The focus has to shift entirely to the data side. Once the models become pure commodities, owning unique proprietary data is the only real moat you have left.
