A point that you're not addressing imo is about enterprise-level transformation. That thing is HARD to achieve, and you certainly cannot think of "how would I redesign from scratch with AI in mind" an enterprise that's been operating for 100 years. At the same time, it is in my view unlikely that all tho…
A point that you're not addressing imo is about enterprise-level transformation. That thing is HARD to achieve, and you certainly cannot think of "how would I redesign from scratch with AI in mind" an enterprise that's been operating for 100 years. At the same time, it is in my view unlikely that all those large companies will die anytime soon (let's say, in our lifetime) and will all be replaced by fancy start-ups.
The likely outcome is that a lot of the start-ups will be bought by those large companies.
They might not disappear but they might not set the tone anymore, just like IBM, HP, Cisco, SAP and other huge companies still exist, but it's not where exciting things are happening. They're happening at places like Google. But I wouldn't be surprised if 10 years from now Google or Microsoft are still a big company, but all the cool (and super-profitable) stuff will be happening elsewhere.
This is a good article. Thank you.
A point that you're not addressing imo is about enterprise-level transformation. That thing is HARD to achieve, and you certainly cannot think of "how would I redesign from scratch with AI in mind" an enterprise that's been operating for 100 years. At the same time, it is in my view unlikely that all those large companies will die anytime soon (let's say, in our lifetime) and will all be replaced by fancy start-ups.
The likely outcome is that a lot of the start-ups will be bought by those large companies.
They might not disappear but they might not set the tone anymore, just like IBM, HP, Cisco, SAP and other huge companies still exist, but it's not where exciting things are happening. They're happening at places like Google. But I wouldn't be surprised if 10 years from now Google or Microsoft are still a big company, but all the cool (and super-profitable) stuff will be happening elsewhere.
Sorry to break it to you, Google and Microsoft are already in that category 😅