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> it's more like a winner take all market

I'm not sure, why must it be so? In cell-phones we have Apple and Android-phones. In OSes we have Linux, Windows, and Apple.

In search-engines we used to have just Google. But what would be the reason to assume that AI must similarly coalesce to a single winner-take-all? And now AI agents are much providing an alternative to Google.



You don’t see all the also rans.


>I'm not sure, why must it be so? In cell-phones...

And then described a bunch of winners in a winner take all market. Do you see many people trying to revive any of the apple/android alternatives or starting a new one?

Such a market doesn't have to end up in a monopoly that gets broken up. Plenty of rather sticky duopolies or otherwise severely consolidated markets and the like out there.




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