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EternalFury | 1 year ago

Business as usual. While electricity is remarkable, no one gets extremely rich selling it. End-user value is the only value that can be sold at a profit.

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mohsen1|1 year ago

And guess who has a grip of the end user? Operation System owners. Now that you might not need an app for most things, OS vendors are in even more powerful position. Gone the days of "this amazing app can do X", now it's going to be "have you noticed you can ask Siri to do X?" They have all of the context that app developers are going to miss about the user.

Both Apple and Google are doing a poor job of integrating AI capabilities into their Operation Systems today. Maybe there is room for a new player to make a real AI-first Operation system.

echelon|1 year ago

> AI-first Operation system.

An AI-first pane of glass (OS, browser, phone, etc.) with an agent that acts in my behalf to nuke ads, rage bait, click bait, rude people on the internet, spam, sales calls and emails, marketing materials, commercials, and more.

If you want to market to me, you need to pay me directly. If you want to waste my time, goodbye.

nicewood|1 year ago

I agree that the OS vendors are in a great position to add value via broad, general purpose features. But they cannot cover it all - it's breadth over depth. So I think the innovation for niches and specific business processes will be still owned by specialized 'GPT Wrappers'.

koakuma-chan|1 year ago

Does anyone actually use Siri?

oarsinsync|1 year ago

> Operation System

OS is generally expanded to Operating System, not Operation System, in English

raincole|1 year ago

No one gets extremely rich selling food, water and electricity because these fields attract government intervention all the time.

(Not saying it's a bad or good thing, nor saying AI is comparable)

abrichr|1 year ago

Food:

- Ray Kroc – Turned McDonald's into a global fast-food empire.

- Howard Schultz – Scaled Starbucks into an international giant.

- Michele Ferrero – Created Nutella, Kinder, and Ferrero Rocher, making his family billionaires.

Water:

- François-Henri Pinault – Controlled Evian via Danone.

- Antoine Riboud – Expanded Danone into a bottled water empire (Evian, Volvic).

- Peter Brabeck-Letmathe – Former Nestlé CEO; Nestlé owns Perrier, Pure Life, Poland Spring, etc.

Electricity:

- Warren Buffett – Berkshire Hathaway Energy owns multiple utilities.

- Li Ka-shing – Built major energy holdings through CK Infrastructure.

- David Tepper – Invested heavily in power utilities via Appaloosa Management.

kgwgk|1 year ago

> While electricity is remarkable, no one gets extremely rich selling it.

Enron did!

esafak|1 year ago

I better buy some shares in them!