Applied AI companies are playing Katamari: get big, then win your domain
saranormous · x · 2026-10-27
saranormous compares applied AI companies to the core mechanic of Katamari: the bigger you are, the more you can do.
Her thesis: many applied AI companies are deliberately playing katamari — scaling up until they (1) know which capabilities are actually worth improving in their domain, (2) can afford to train (and win) models in their domain, and (3) have immediate demand to amortize that training investment. The moat isn't where you start, it's the scale flywheel.
Related event: Katamari Strategy: App-Layer AI Firms Should Roll Big First(2 posts)→
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