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A fundamental shift on AI opportunities
The real opportunity in AI is disrupting incumbents and creating new products, not building more AI platforms.
Tagged: strategy
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You didn't need to predict the App Store
Mobile blindsided many companies that moved slowly; AI will repeat this cycle—start small, measure, and upgrade every quarter.
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Projections on OpenAI after Altman
When risk-averse leadership replaces visionary founders, the focus shifts from innovation to asset protection.