Investor revises AI thesis: more like the internet than winner-take-all search
idanbeck · x · 2026-09-03
idanbeck lays out a shift in his AI market thesis:
- He used to think AI would mirror search: a bimodal, winner-take-all distribution
- He now believes it will look more like the internet, with winner-take-all dynamics only in certain verticals
- Key argument: AI lets builders "fuse" aspects of a vertical that were previously unrealistic to combine, so vertical specialization will only accelerate, producing niche AI models/solutions 100x better than off-the-shelf options
- Raw model capabilities will persist in the latent, but most people won't sit in front of a bare model or code agent — they'll go to tailored solutions (or their agents will)
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