@levie: Great post on some of the dynamics to think through for the future competitive advantage in world when AI models are sh…
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A reflection on how companies can maintain competitive advantage when AI models become widely available across industries, emphasizing the reinforcing loop between model intelligence, proprietary data, workflows, and employee interaction.
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Cached at: 07/10/26, 06:12 AM
Great post on some of the dynamics to think through for the future competitive advantage in world when AI models are shared amongst firms and packing so much for the intelligence of that industry.
This is going to become a core question for companies and the economy broadly over the next decade and beyond. If AI is trained on the best datasets in every single industry - like law, finance, healthcare, or life sciences - then how do you compete and differentiate in the future?
This is a great open question that I don’t think is perfectly knowable right now because of how fast AI progress is happening. But ultimately it stands to reason that if intelligence is abundant and broadly available to anyone in a field, then the companies that effectively use it the best and against a set of data and knowledge that grows in value over time, will be in a strong position.
There’s a huge reinforcing loop between the intelligence from models, a company’s own data, the connection of that data and AI in their workflows, and how employees ultimately interact with that system to create value. There’s no obvious point where this will become uniform across all companies in a vertical because each company will approach this in a different way, just as they already do with their talent and workflows. If anything, there will be compounding returns to those that do this best that accelerate their advantage over time.
Overall, super interesting question to see how this plays out over time.
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