A new AI take argues that intelligence advantages keep getting unbundled as they spread

fkasummer · x · 2026-07-24

A short take argues that every advantage created by intelligence tends to get unbundled as that intelligence diffuses.

The implication is that AI doesn’t permanently centralize power in the biggest players. Instead, once a capability becomes common, it opens room for new products and startups to capture the surrounding workflow, infrastructure, or specialization layer. The post is basically pushing the idea that AI waves repeatedly create tailwinds for new companies rather than only killing them.

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