The comparisons to cloud are interesting — just like in that era, AI/LLMs introduce a non-linear disruptive change-agent available right now to any company regardless of size. And probably even moreso than the cloud migration due to its instant availability in the application layer to anyone building tools for end users.

A major difference is that most of the benefit of cloud didn't accrue to end users, but to someone in IT or management within their orgs. Predictive "AI assistant"-type tech benefits buyers (by increasing productivity, decreasing costs) AND end users.

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Great point - AI has a lot more potential value for end users. Seems like a consumer startup renaissance could be in the making with OpenAI more consumer than b2b at this point plus Character and Perplexity also seems to be seeing strong consumer traction.

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