The bigger question is if AI helps cut down the time of development by 10x (assume for this conversation), and the products are released immediately, will companies keep pushing products/functionalities out every week/month? They still have to wait and see adoption, feedback etc to see if it works or not. Sure ai speeds up development but to what end? It’s not like meta is going to compress 5yrs or instagram features into 1! No one has the pipeline built up. So not sure how it fits into the overall company strategy. It’s only helping to fire people now that’s it?

Iterating an existing product takes time, but creating a clean room clone of an existing product could be accelerated significantly with AI. We could be moving towards an environment where bigtech falls back on one of its core competencies (scale) and hoards infra while small startups pay them compute and inference costs to undercut existing consumer-facing software on price.