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ITE in AIE: IT Companies and Engineers in AI Era

IT Companies Change or die: Apps? AI is doing it all R&D ? Companies must have R&D department to do what AI is not doing yet. Softwa...

17 January, 2026

Idea doesn't Mean Big Business without Large User Base or Capital

Idea doesn't Mean Big Business without Large User Base or Capital. It's reality, large user base to start or maintain, large capital to develop the idea better. Whichever idea, it can done by others after being seen. And if the idea supported by own core tech is important too.

Example:
Chat/search together (Google wins, Perplexity loses)
  • Monopoly: Existing near-monopoly user base from Google Search
  • Limitless $: Super large ready-to-use capital to develop further
  • Core tech: Google has its own Gemini, Perplexity uses Sonar fine-tuned from Llama (Meta)
Vibe coding (Claude wins, Cursor loses)
  • Double fronts: User base started to grow from quite the same year but Claude has user base from the Claude generic AI
  • Much more $: Claude's capital is significantly larger than Cursor
  • Core tech: Claude has its own AI model, while Cursor uses Claude's model

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