Palihapitiya agrees OpenAI and Anthropic cannibalizing customers is natural as models commoditize
“@itsolelehmann I agree and it’s the natural resting place as the models themselves get commoditized.”
Palihapitiya notes 50-80% of software lifetime cost comes post-launch after integrator team leaves
“50 to 80% of a software system's lifetime cost arrives after launch. At launch, a system integrator's delivery team rolls off to the next engagement, so the people who made design decisions are gone before the expensive years begin, and the support begins. Ask who takes the”
Palihapitiya notes 50-80% of software lifetime cost comes post-launch after integrator team leaves
“50 to 80% of a software system's lifetime cost arrives after launch. At launch, a system integrator's delivery team rolls off to the next engagement, so the people who made design decisions are gone before the expensive years begin, and the support begins. Ask who takes the”