tech
Your AI Strategy Is Making Bets. Do You Know Which Ones?
While AI devours information-based roles, OpenAI, Alphabet, and Apple are investing in wisdom work—and you can, too
TL;DR
- Founders need a more flexible approach to AI strategy due to the rapid pace of change.
- Key questions for founders are: What assumptions are irreversible? What assumptions can we still revise?
- The General Partnership developed a four-axis framework to help founders understand their AI bets, moving beyond broad labels like 'AI wrapper'.
- The framework aims to help companies recognize when they are wrong and move before the market forces them to.
- Token economics is a key axis, analyzing whether to bet on scarce or abundant tokens and identifying defensible advantages.
- Model self-sufficiency is another axis, determining the fate of 'model wrapper' companies by assessing if their product would be needed if the model had unlimited capabilities.