Muhammad Umar argues small AI labs can outmaneuver giants like Google using Paul Graham's speedboat-versus-Titanic logic. He suggests an AI startup could make Google's search and ad model obsolete the way the internet killed the Yellow Pages.
Can these decentralized labs, like really compete with big tech? Like just straight up. Paul Graham talks about this a lot. How Speed Boat can compete with Titanic. Right? So of course, I mean, if you're smaller, if you, you can, you have a high velocity. It's not like just decentralized. Well, like most of these startups are much smaller than let's say Anthropic or Chat GPT. So I think at the end of the day, I think, I mean, if you see Chat GPT was an AI lab, why Google? I mean, have you ever thought like that? I mean, which company? I mean, have you ever thought that we would live in a world where Google search would. We would think about Google search, like Yellow Pages. Have you thought about it? I mean, no, I mean, think about it like an AI lab has just disrupted their business model, literally. I mean, we lived in 20 in, in an era where for 20 years we just were hooked to SEO and those racks and there were ads of things we never wanted to buy. So that was the Google business model.
FDE Epi : 16 | AI Agents, Billion-Dollar Infrastructure & the Future of Intelligence
