Has a 1-3 team moat ever really existed with new technologies?
Yes. Exactly this happen in late 1970s with microprocessors and based on them home computers.
Just because, big gamers like IBM, don't consider home users as something more than niche.
Something similar happen with apps for mobiles and with websites - exists few mega-apps and mega-sites, but these are mostly distributed markets, with millions tiny entities (yes, whole Appstore consist of millions apps, created by 1-3 teams, this is near impossible to do by one huge entity).
But must admit, I don't know what could be like "home computer" or apps for mobiles or websites for current state of AI.
Comments
Yes. Exactly this happen in late 1970s with microprocessors and based on them home computers.
Just because, big gamers like IBM, don't consider home users as something more than niche.
Something similar happen with apps for mobiles and with websites - exists few mega-apps and mega-sites, but these are mostly distributed markets, with millions tiny entities (yes, whole Appstore consist of millions apps, created by 1-3 teams, this is near impossible to do by one huge entity).
But must admit, I don't know what could be like "home computer" or apps for mobiles or websites for current state of AI.