David Rosenthal: prediction

Transcript context

…I find switching costs to be relatively low. I use Gemini for some stuff, then it’s really easy to switch away. That probably stops being the case when it’s personal AI, to the point that you’re talking about integrating with your calendar and your mail and all that stuff. The switching costs have not really come out yet in AI products, although I expect they will. They have within the enterprise for sure. Network economies? I don’t think if anyone else is a Gemini user, it makes it better for me because they are sucking up the whole internet whether anyone’s participating or not.…

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