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The AI rollup mirage and the risk of repeating old mistakes
Manage episode 491188586 series 3275735
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Across the technology investing world, investors are scaling their bets on a seductive thesis: Generative AI will transform low-margin service businesses into high-margin software companies. Several well-known platform venture firms have committed billions to this strategy and have begun to make their bets.
This essay is co-authored by Nathan Benaich and Nikola Mrksic, CEO of PolyAI.
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