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Is ChatGPT the New Netscape?
Jamie Dobson and Ian Miell debate whether ChatGPT/OpenAI is “the new Netscape,” exploring how generative AI may mark a true industry inflection point while rapidly commoditizing amid fierce competition and uncertain economics. Jamie then interviews RedMonk founder James Governor (author of *Progressive Delivery*) on token economics, hyperscaler advantages, China’s model momentum, and closes with practical guidance on winning with commodity tech through late-mover confidence, amplification of existing moats, and cheap experimentation that scales smartly.
Question of the week:
Is OpenAI or…
The skinny
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