Stebbings: the biggest AI launch since ChatGPT is on WhatsApp, not your laptop
arampell · x · 2026-09-29
Investor Harry Stebbings cites an essay arguing the biggest AI launch since ChatGPT is happening on WhatsApp — with implications for Meta, Booking, insurers, and the billions who never opened ChatGPT. He frames it via his core thesis: startup vs. incumbent is a race to see whether the startup achieves scale and distribution before the established company replicates or acquires its innovation. The race is on.
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