https://ryanorban.com/categories/stratechery/Recent content in Stratechery on Ryan OrbanHugoen-usme@ryanorban.com (Ryan Orban)me@ryanorban.com (Ryan Orban)Ryan OrbanTue, 13 Sep 2022 00:00:00 +0000https://ryanorban.com/notes/ai-unbundling-stratechery/Tue, 13 Sep 2022 00:00:00 +0000me@ryanorban.com (Ryan Orban)https://ryanorban.com/notes/ai-unbundling-stratechery/<h3 id="summary" class="scroll-mt-8 group"> Summary <a href="#summary" class="no-underline hidden opacity-50 hover:opacity-100 !text-inherit group-hover:inline-block" aria-hidden="true" title="Link to this heading" tabindex="-1"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="none" stroke="currentColor" stroke-linecap="round" stroke-linejoin="round" stroke-width="2" class="lucide lucide-link w-4 h-4 block" viewBox="0 0 24 24" > <path d="M10 13a5 5 0 0 0 7.54.54l3-3a5 5 0 0 0-7.07-7.07l-1.72 1.71" /> <path d="M14 11a5 5 0 0 0-7.54-.54l-3 3a5 5 0 0 0 7.07 7.07l1.71-1.71" /> </svg> </a> </h3> <p>Ben Thompson&rsquo;s Stratechery piece argues that generative AI enables a new wave of unbundling — the recurring pattern in tech where specialized entrants target the most valuable components of an incumbent&rsquo;s integrated bundle. The historical precedent: the internet unbundled newspapers (classifieds went to Craigslist, retail went to Amazon, news went to blogs and Twitter). AI tools lower the creation cost so dramatically that anyone can now build a high-quality specialized alternative to what incumbents offer as part of a bundle.</p>