The Golden Age of AI Applications | Tomasz Tunguz
Three weekend developments — the Fable retraction, Satya's ecosystem thesis & Salesforce's $3.6B Fin acquisition — reveal why the moat has shifted from models to harnesses.
We’re entering the golden age of AI applications. Three recent developments confirm it. The Fable retraction shows regulatory risk. Nadella’s thesis shows strategic consensus. Salesforce’s acquisition shows market validation. First, the US government shut down Fable access1 & the software ecosystem roared with many responses : Bring it back! Open-source & local models have become essential! Don’t rely on a single model! Satya Nadella published an AI ecosystem thesis.2 He argued that for a healthy ecosystem, the moat can’t be the model. Instead, human expertise & the system around the…
saved by
related reading
- Generative AI's Act o1: The Reasoning Era Begins | Sequoia Capitalsequoiacap.com
- Stratechery by Ben Thompson – On the business, strategy, and impact of technology.stratechery.com
- Clouded Judgement 7.24.26 - The World Isn’t Zero Sumcloudedjudgement.substack.com
- AI Market Clarity - by Elad Gil - Elad Blogblog.eladgil.com
- My picture of the present in AI — LessWronglesswrong.com
- Generative AI’s Act Two | Sequoia Capitalsequoiacap.com
- Convictionconviction.com
- Hallucinations in AIluttig.substack.com
- Convictionconviction.com
- Aakash Thumaty (@letsleverup) on Xx.com
- The State of AI 2025 - by Janelle Teng Wade - Next Big Tengnextbigteng.substack.com
- Things I Don't Know About AI - by Elad Gil - Elad Blogblog.eladgil.com