Specialized AI models? That's a trap. Here's the reality: the game is consolidating fast. Within three years, a few dominant models will dominate the landscape, crushing niche competitors in their path. The playbook everyone's copying from Vertical SaaS won't work here. AI doesn't follow those rules. Betting on fragmentation isn't just wrong—it's ignoring what's actually happening in the market.
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TokenRationEater
· 15h ago
Is there a problem with this logic? Can the monopoly of large models really hold up for three years?
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liquidation_watcher
· 01-17 19:42
Uh... there's a flaw in this logic. The vertical model can still survive; it just depends on how you cut it.
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RugpullTherapist
· 01-16 20:37
To be honest, the era of large models is a winner-takes-all game, and I saw it coming a long time ago. Those guys still betting on vertical small models, get ready to be crushed.
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FastLeaver
· 01-16 20:35
Honestly, the vertical SaaS approach is indeed outdated, and the AI track is dominated by the giants.
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rekt_but_vibing
· 01-16 20:22
NGL, this view is a bit absolute... To be so confident about who will win or lose three years from now is really too optimistic, isn't it?
Specialized AI models? That's a trap. Here's the reality: the game is consolidating fast. Within three years, a few dominant models will dominate the landscape, crushing niche competitors in their path. The playbook everyone's copying from Vertical SaaS won't work here. AI doesn't follow those rules. Betting on fragmentation isn't just wrong—it's ignoring what's actually happening in the market.