Tomasz Tunguz (Theory Ventures) · 2023-02-02
· 1218d
Incumbent Advantage in Generative AI: Why Distribution Matters More Than Technology
Microsoft and other tech incumbents are integrating generative AI into existing products faster than startups, leveraging massive user bases, data sets, and capital advantages. Successful AI startups will need to innovate not just in technology but in distribution and GTM strategy to compete with established players consolidating AI features across their product suites.
Metrics in this report
Microsoft Office Enterprise Customer Base
1,000,000+companies
minimum
Microsoft Office paid customers
Microsoft Office Paid Users
350,000,000users
exact
Global Microsoft Office subscriber base
Model Training Cost
millions$
per run
Advanced machine learning model training