Topik trending
#
Bonk Eco continues to show strength amid $USELESS rally
#
Pump.fun to raise $1B token sale, traders speculating on airdrop
#
Boop.Fun leading the way with a new launchpad on Solana.
Saya telah sepenuhnya beralih ke arsitektur rollup.
Ya, setiap orang dapat membangun rantai mereka sendiri, dan banyak dengan distribusi besar yang ada (sc Robinhood) akan mencobanya.
Namun, menjalankan rantai bukanlah inti bagi 98% bisnis di luar sana.
Conseneus dan DA bersama perlu terjadi tetapi sebagian besar perusahaan tidak akan memilih vektor itu untuk membedakan.
Mengapa mereka melakukannya? Jika Anda membangun sosial onchain, pialang ritel, dll... Mengapa Anda ingin masuk ke seluk-beluk infra?
Ini adalah biaya operasional tambahan dan perpecahan fokus yang besar-besaran.
Jadi apa yang saya harapkan adalah banyak perusahaan mencoba membangun rantai mereka sendiri selama dua atau tiga tahun ke depan sebelum akhirnya menyerah dan menggunakan Ethereum, Celestia, Arbitrum, dll...
Dia membenci kripto tetapi postingan dari Aaron ini mengatakannya dengan cukup baik

10 Agu, 08.42
Core vs. context is a critical concept to think through when figuring out what people will rebuild themselves with AI.
Companies bring in “core” functions that differentiate them. This is what their core product or service is, how they sell to customers, things that drive their culture, and so on.
Conversely, they outsource the “context” that is table stakes to get right, but only offers downside in getting wrong. An easy rule of thumb to think through is would a customer ever notice if the company did that function directly themselves or not.
Enterprise software is almost always “context”. These are areas like their CRM or HR systems, infrastructure, data management, and so on. These are necessary to operate a business at scale, but rarely are you advantaged in trying to roll your own. Only a few exceptions exist, and it’s almost always because you need a solution to serve your “core” that no vendor offers (like if you needed custom software for a vertically integrated supply chain).
No matter how a company starts, they eventually almost always separate work and value between core vs. context over time. It’s the only way they can stay competitive and eventually allocate resources to the optimal areas.
So even if a company *could* rewrite their enterprise software with AI, they basically just wouldn’t. The version updates, security, regulatory features, bugs, SLAs, the professional services necessary, etc. just all would make it ROI negative.
As bucco points out, the real risk is better versions of these tools that are AI-first. That’s what to watch out for from a disruption standpoint.

154,73K
Teratas
Peringkat
Favorit

