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 predicts bottoms-up GTM will be worst strategic decision of past decade as AI stamps out tools
“In a world of agents + harness + application, bottoms up will turn out to be the worst strategic GTM decision of the past decade. Over the next few years, AI will stamp out clone after clone of various bottoms up tools, meanwhile this same tool sprawl will be viewed as part of”
Palihapitiya predicts bottoms-up GTM will be worst strategic decision of past decade as AI stamps out tools
“In a world of agents + harness + application, bottoms up will turn out to be the worst strategic GTM decision of the past decade. Over the next few years, AI will stamp out clone after clone of various bottoms up tools, meanwhile this same tool sprawl will be viewed as part of”
Palihapitiya warns Claude's CLAUDE.md-only approach will always cause split brain problems
“@tobi unless they change it it will always lead to split brain...”