AI Will Accelerate Tech Commoditization Cycles
gaganghotra_ · x · 2026-07-10
Chamath argues that even in the most advanced tech sectors, a cycle from monopoly to duopoly, oligopoly, and eventual commoditization is inevitable, and AI will only speed up this process.
He further questions: if technological cash flows are compressed by this cycle, what is the true value of "long-term" cash flows?
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