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
No comments:
Post a Comment