middleman business

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Feb 11, 2023 by Chamath Palihapitiya · across every show →

Everything said about middleman business, oldest first

Feb 11, 2023 bullish
Insight
Palihapitiya argues lean AI startups will easily disrupt unmoated middleman businesses
“Any middleman business right now that doesn't have its own competitive mode can be competed against. Because now you can take all of those input costs that go into human capital, you can defer that, have a much smaller human capital pool, and push all of that …”
Chamath Palihapitiya Feb 11, 2023 ▶ 1:08:58 E115: The AI Search Wars: Google vs. Microsoft, Nordstream report, State of the Union
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