Thanks, Paula, for writing this!
This is a fascinating topic. A few points I thought would be interesting to discuss,
1. You’ve probably seen Google’s recent push to innovate new products and explore what the future of search and AI-driven interfaces looks like. It’ll be interesting to watch how this trend unfolds over the next year or two.
2. On the economic side, I think we’ll see consolidation among AI players. Startups like Perplexity or OpenAI may be well funded, but they are lost making, unlike Google or Meta are players with sustainable revenue streams. Think of it as another “railroad war”—definitely a drama worth following.
I did a follow-up research after I wrote a similar piece last year. I looked for evidence that companies like OpenAI or Perplexity have already crossed the finish line...
But the numbers tell a different story. They’ll probably need tens of millions more users before they really get there. Though I haven't checked the latest data ... :D