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…
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