Enjoyed the history, but don't get the premise. Has any tech been watched more closely or adopted faster by incumbents?
> The first cars were expensive, unreliable, and slow
We can say the same about the AI features being added to every SaaS product right now. Productization will take a while, but people will figure out where LLMs add value soon enough.
For the most part, winning startups look like new categories rather than those beating an incumbent. Very different than SaaS winners.