Investor Debunks Myth That Big Tech Easily Crushes AI Startups
omooretweets · x · 2026-08-12
In response to the claim that AI startups are just one big tech update away from obsolescence, an investor argues this perspective is deeply flawed:
- Intuition can't be reverse-engineered: Magical products seem simple but are packed with craft. Big cos can copy the product but not the intuition behind it, keeping startups ahead.
- Big cos are slow: If a big co could do it, they would have. Many attempts by large companies to replicate seemingly "thin" products fail or never ship. Apple has a $4.5T market cap and 170k engineers, yet Siri remains unfixed three years post-LLMs.
- Turning the ship is hard: Improving legacy products within massive organizations often hits insurmountable internal friction and coordination costs.
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