platform provider
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jul 24, 2025 by Rory O'Driscoll · across every show →
Everything said about platform provider, oldest first
Jul 24, 2025 bearish
O'Driscoll: AI model providers will eventually squeeze out software wrappers
“At some point when things get tougher, just like Microsoft did in the nineties, the platform provider starts to grind everyone's balls. And, you know, take more of the share away. There ain't 10 versions of PowerPoint in 20, 25.”