AI has the potential to be a platform shift, similar to previous shifts like personal computers, the internet, and mobile.
Platform shifts change the dominant layer that applications are built on and can capture the majority of value from the previous generation.
AI could change distribution, business models, and what's possible in workflows.
Changes in distribution could lead to new aggregators replacing old ones, making the aggregation of quality content more difficult.
The business model may not change significantly, with AI likely being delivered as software-as-a-service.
AI can enable new workflows and drastically change existing ones.
While incumbents may accrue significant value, new platforms could also replace old ones.
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