Google: Reports of My Death Are Greatly Exaggerated – Where AI Benefits Accrue and Why Financial Efficiency Matters More

The article argues that despite clickbait claims that Google and Excel are 'dead,' large incumbents have structural advantages (data, distribution, resources) that allow them to adopt AI faster than in prior technology shifts, and that startups must prioritize financial efficiency and unit economics over blitzscaling because S-curves will compress. The author contends that universal acceptance of AI as necessary means the speed advantage startups previously enjoyed will be significantly shortened.