Applied AI companies are playing katamari: get big, then bet on domain capabilities
saranormous · x · 2026-10-27
saranormous offers a compact thesis on applied AI company strategy, likening it to playing katamari — rolling big first. The logic: only at sufficient scale can a company know which capabilities are actually worth improving, afford to train (and win) within its domain, and tap immediate demand to amortize that training investment.
Related event: Katamari Strategy: App-Layer AI Firms Should Roll Big First(2 posts)→
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