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Yesterday, I unpacked the commercial reality behind Gemini’s release and OpenAI’s “Code Red.” Recent moves look defensive and could narrow OpenAI’s route to a $100 billion in revenues.
But past the immediate competition, we are seeing overlapping S-curves of technology rewriting the rules of our economy. In this video, I step back from the leaderboard to look at the transition from scale to reasoning, the “TAM fallacy” that is blinding investors, and the emergence of entirely new behaviours.
Skip to the best part:
(00:09) How ChatGPT became synonymous with AI
(11:46) The iPhone calculation that breaks everything
(16:38) The challenge of evaluating new markets
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