* AI will drive additional features as development accelerates
* There will be a window where fast adopting AI companies can deliver features faster than peers
* Those fast adopting AI companies will be able to garner additional revenue
* Gap closes as AI benefits slow in their impact to feature development and slower adopting companies catch up
* Companies that were faster adopters can no longer charge more for additional revenue without giving up market share to now caught-up competitors
* New normal is that companies are in a bind - they have to pay for tokens/AI aided development else they lose speed and therefore market share - but the paying is now without additional revenue and exists as a tax
Assumptions:
* No AGI
* LLMs have bounded impact on features
* Timeframe is long enough that companies that trail in AI won't be starved out
* AI will drive additional features as development accelerates
* There will be a window where fast adopting AI companies can deliver features faster than peers
* Those fast adopting AI companies will be able to garner additional revenue
* Gap closes as AI benefits slow in their impact to feature development and slower adopting companies catch up
* Companies that were faster adopters can no longer charge more for additional revenue without giving up market share to now caught-up competitors
* New normal is that companies are in a bind - they have to pay for tokens/AI aided development else they lose speed and therefore market share - but the paying is now without additional revenue and exists as a tax
Assumptions:
* No AGI
* LLMs have bounded impact on features
* Timeframe is long enough that companies that trail in AI won't be starved out
https://www.youtube.com/shorts/iVHmp9F4Rl0