- AI agents that run on top of existing platforms and use their data repositories make those platforms the center of work, because agents rely on that data and workflows, which increases stickiness and reduces incentives to replace the platform.@technology· How The Internet Works
AI agents that run on top of existing platforms and use their data repositories make those platforms the center of work, because agents rely on that data and workflows, which increases stickiness and reduces incentives to replace the platform.
- Many incumbent enterprise software vendors' early AI efforts have not produced monetizable features because their additions often do not move key metrics or justify higher prices, making the application layer a riskier place to invest near term.@technology· How The Internet Works
Many incumbent enterprise software vendors' early AI efforts have not produced monetizable features because their additions often do not move key metrics or justify higher prices, making the application layer a riskier place to invest near term.
- The rate of change in AI adoption matters more than a snapshot market share because rapid increases in penetration multiply usage, unlock economies of scale, and compound revenue and margin growth.@technology· How The Internet Works
The rate of change in AI adoption matters more than a snapshot market share because rapid increases in penetration multiply usage, unlock economies of scale, and compound revenue and margin growth.
- Certain hardware components like 40-layer PCBs, liquid cooling, and specialized laminates become bottlenecks because only a few suppliers can meet those specs at scale, concentrating profits and raising switching costs for buyers.@technology· How The Internet Works
Certain hardware components like 40-layer PCBs, liquid cooling, and specialized laminates become bottlenecks because only a few suppliers can meet those specs at scale, concentrating profits and raising switching costs for buyers.
- AI demand is decommoditizing the hardware and data-center supply chain because AI workloads push physical limits and require specialized engineering, materials, and multi-generation roadmaps that raise prices and margins.@technology· How The Internet Works
AI demand is decommoditizing the hardware and data-center supply chain because AI workloads push physical limits and require specialized engineering, materials, and multi-generation roadmaps that raise prices and margins.
- Digital companies build highly durable advantages because network effects, platform status, proprietary IP, scale, and brand raise switching costs and let incumbents command pricing power and R&D scale rivals cannot match.@technology· How The Internet Works
Digital companies build highly durable advantages because network effects, platform status, proprietary IP, scale, and brand raise switching costs and let incumbents command pricing power and R&D scale rivals cannot match.
- B2B products typically adopt more slowly than consumer apps because they must integrate with legacy back-end systems, pass security and compliance checks, and secure organizational buy-in, which raises friction and extends timetables.@technology· How The Internet Works
B2B products typically adopt more slowly than consumer apps because they must integrate with legacy back-end systems, pass security and compliance checks, and secure organizational buy-in, which raises friction and extends timetables.
- To estimate how 'tall' an S-curve will be you must assess total addressable market and whether prices will deflate or hold, because those factors set the adoption ceiling and determine long-term profits and exit timing.@technology· How The Internet Works
To estimate how 'tall' an S-curve will be you must assess total addressable market and whether prices will deflate or hold, because those factors set the adoption ceiling and determine long-term profits and exit timing.
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