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vertically specific AI applications

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement May 20, 2024 by Harry Stebbings · across every show →

Everything said about vertically specific AI applications, oldest first

May 20, 2024 bearish
Prediction Not checkable as stated
Stebbings: Vertical AI applications will lose to Microsoft's distribution advantage
“Actually, I think they will lose despite being better products because Microsoft has Distribution. They will tack on the product, which is the same, maybe five, 10% worse, and win because they have distribution.”
Harry Stebbings May 20, 2024 ▶ 7:33 Nikesh Arora: Lessons from $102BN Market Cap & How to Create & Sustain Competitive Advantage | E1155 · 20VC with Harry Stebbings
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