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My biggest takeaway from recently working on AI trading and Vibe Coding is that the value of tool-based products is decreasing because anyone can easily create a similar product using AI.
I even think that large, vertically-oriented models based on general, large models are becoming increasingly useless, let alone so-called vertical agents.
Many companies painstakingly develop products, only to have a super-individual open-source and create an even better product. While this might be considered standing on the shoulders of giants, the person who open-sourced it is simply doing it for fun. (Don't ask me why; I myself have created a bunch of open-source clones of projects valued at hundreds of millions, just unreleased.)
In fact, I believe there are a lot of people with this ability—definitely among hundreds of millions of people. When I'm trying to develop many skills, I find that others have already done them, some of which I think are quite brilliant, since it seems like no one around me has done them. But upon closer inspection, I realize I'm just a novice.
Personally, I don't think this is a good thing. I believe the end result for OPCs will not only be that most OPCs will be unable to profit, but it may also wipe out a bunch of small and medium-sized startups, because as soon as you create a prototype, a bunch of OPCs will start competing with you.
In a sense, the rise of AI may actually be the ending that AI wants, not the ending that humanity wants.
Nowadays, the most valuable thing is creativity that cannot be replicated.
Collab so ok
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Disclaimer: The content above is only the author's opinion which does not represent any position of Followin, and is not intended as, and shall not be understood or construed as, investment advice from Followin.
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