行业

a16z合伙人:护城河是自然形成的

.@illscience: "Moats are discovered, not designed."

精选理由

a16z合伙人分享AI行业竞争格局,解释为什么护城河是自然形成的而非刻意设计的。

a16z合伙人@illscience指出,从几乎所有指标来看,情况从未如此好过。放射科医生被'取代'的说法已存在20年,但需求持续上升。开放工程岗位数量创历史新高。与移动时代的赢家通吃市场不同,AI堆栈的每一层都有约20家强劲竞争对手。

图片来源 · Lenny Rachitsky
原文 · Lenny Rachitsky

.@illscience: "Moats are discovered, not designed."

. @illscience : "Moats are discovered, not designed." Your browser does not support the video tag. 🔗 View on Twitter Lenny Rachitsky @lennysan The "permanent underclass" is a dark fantasy Silicon Valley keeps telling itself. @illscience (GP at @a16z ) points out that by almost every measure, things have never been better, and the job-loss story hasn’t played out as people thought. Radiologists have been “cooked” for 20 years and demand keeps rising. Open engineering roles are at all-time highs. And unlike the mobile era’s winner-take-all markets, every layer of the AI stack has ~20 strong competitors. We discuss: 🔸 Why you don’t need to be chronically online to keep up 🔸 The "/loop make me happier" opportunity in AI 🔸 Why every company is becoming a series of loops 🔸 Why moats are discovered, not designed 🔸 What's the Birkin bag version of your product? Listen n youtube.com/watch?v=LdIyXi… 8pfsoQ 🔗 View Quoted Tweet 💬 5 🔄 1 ❤️ 9 👀 3038 📊 4 ⚡