[bboylen]

I think he is absolutely correct that successful LLM products will have a moat. Unlike with previous novel technologies it seems like incumbents actually have the upper hand. Hard to imagine a startup competing with the new Microsoft 365 copilot.

Microsoft will be able to build a better integrated assistant for their walled garden than any third party. It is also hard to imagine millions of businesses dropping Office for some completely new solution. Unless its REALLY novel & incredible of course

[nico]

I think that a lot of interfaces are simply going to disappear.

Do you really need a whole office suite to figure out the answers, if AI gives you the answers immediately and in a better format?

For example, an LLM that has db-sql and charting tools, can generate whatever report I want on the fly. Not only that, instead of just generating a general report, I can query it consecutively to understand the data, eg. “Show me sales for this month. How do they compare to last month? How about last year? Give me a chart of the last 12 months. What impacted sales in November? Who are the best performing sales people?”.

The above is so much better than having to dump csv files, open them in a spreadsheet, do dynamic tables, chart things, etc.