POPA ReconAI’s winner-take-all era is over
AI’s winner-take-all era is over Recent AI industry shifts (backlash to heavy token spending like at Uber, rising regulatory/geopolitical pressures, and major IPOs) argues that models are no longer a sustainable moat, with the real long-term value moving to the app layer through proprietary data, workflows, context graphs, and customer-specific products https://x.com/ashugarg/status/2070594250794783064?s=20
The excerpt is quoted from a public Telegram channel, which owns its text.