Ben Thompson says consumer AI is winner-take-all because Muse could become the “aggregator of aggregators,” mediating everything online through one Tamagotchi-like character
“And then number three, the implications of winning the space are astronomical. This is like, this is the winner-take-all of, like, consumer everything. This is the aggregator of aggregators."
"You reduce the connection to the human to one cute little character that fits in a Tamagotchi, and it mediates everything online."
"Like, the possibilities and power of being in this position means that whatever probability, I'm going to sound like an EA here, but whatever probability you want to assign to Muse being real and taking over the world, the expected value of that is just astronomically large.”
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Ben Thompson calls an interface that is both platform and aggregator the ultimate prize in tech, and says Muse and Copilot are bidding for it
"This is the new prize in technology, and it is the ultimate one: not just a platform like Windows, or an Aggregator like Facebook."
