AI Market Structure | Pauline Yang, Partner at Altimeter Capital
Infinite Curiosity Pod with Prateek Joshi
00:00
Is There a Difference Between Amazon and Shopify?
I think it depends on what level you're abstracting, what exactly is the value that you're giving and what is the alternative to getting that. The beauty of Shopify was the creators or the SMBs that they really empowered were sort of overlooked for a long period of time. I think there's going to be waves, I think the next wave are maybe the mid or late stage companies that are building AI into their own stack. And so if you can build for those people that may be considered niche, but there's enough of them that you can really sell to and sell in an efficient way, I'd say go for that.
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