AI and the Big Five – Stratechery by Ben Thompson
Given the success of existing companies with new epochs, the most obvious place to start when thinking about the impact of AI is with the big five: Apple, Amazon, Facebook, Google, and Microsoft.
AI and the Big Five – Stratechery by Ben Thompson Skip to content AI and the Big Five Monday, January 9, 2023 The story of 2022 was the emergence of AI, first with image generation models, including DALL-E, MidJourney, and the open source Stable Diffusion, and then ChatGPT, the first text-generation model to break through in a major way . It seems clear to me that this is a new epoch in technology. To determine how that epoch might develop, though, it is useful to look back 26 years to one of the most famous strategy books of all time: Clayton Christensen’s The Innovator’s Di
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