Apoorv, great analysis! I’m wondering if we can translate your blog into Chinese and post it in AI community. We will highlight your name and keep the original link on the top of the translation. Thank you!
I can't figure out how to restack images, in the app at least, but I've been saying since early last year that the lion's share of revenue will be in the apps people develop that make AI as easy to use as every other kind of software now works, without having to learn prompt engineering.
We're only just barely starting to see that, as UIs slowly start to improve and non-geeks like us start using them, and that pyramid on the left will get far, far more top heavy.
Couldn’t find article you referenced on value shifting to tech enablers. Can you please explain what you mean by that and article by Vivek you are referring to?
Most of it resonated immediately and analysis was interesting throughout, thank you!
is best way to analyze the value capture of mobile by looking at the stock price? Not clear to me that apple was only second tier winner here. Also the categorizing of Amazon as "mobile internet" companies only seems to be off and skew results there. Maybe another cut would be to look at how the profit pools have shifted overtime between categories.
I'm not convinced the app layer will make a good investment, even as it accrues more value over time. GenAI is making software development easier, which will lead to more fragmentation at the app layer, and more competition in every category.
Apoorv, great analysis! I’m wondering if we can translate your blog into Chinese and post it in AI community. We will highlight your name and keep the original link on the top of the translation. Thank you!
Sure thing go ahead!
I can't figure out how to restack images, in the app at least, but I've been saying since early last year that the lion's share of revenue will be in the apps people develop that make AI as easy to use as every other kind of software now works, without having to learn prompt engineering.
We're only just barely starting to see that, as UIs slowly start to improve and non-geeks like us start using them, and that pyramid on the left will get far, far more top heavy.
Couldn’t find article you referenced on value shifting to tech enablers. Can you please explain what you mean by that and article by Vivek you are referring to?
Most of it resonated immediately and analysis was interesting throughout, thank you!
is best way to analyze the value capture of mobile by looking at the stock price? Not clear to me that apple was only second tier winner here. Also the categorizing of Amazon as "mobile internet" companies only seems to be off and skew results there. Maybe another cut would be to look at how the profit pools have shifted overtime between categories.
I'm not convinced the app layer will make a good investment, even as it accrues more value over time. GenAI is making software development easier, which will lead to more fragmentation at the app layer, and more competition in every category.