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The Unbearable Heaviness of Being Positioned

"Age of Miracles"

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Counter-Positioning: The Next Big Thing

The next big thing will start out looking like the next big thing. When that happens, it's not a disruptive technology, even if it disrupts existing businesses. This is the challenge Google is facing with respect to LLMs. To fully embrace AI, Google might have to sacrifice the position it's built up over decades.

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