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Here is the link.
During the 1999 internet boom, tool makers such as Cisco, Intel, Oracle, IBM, and Sun Microsystems jumped in value as investors piled in. However, in the long run, companies that provided products and services such as Amazon, Google, Microsoft, Facebook and Apple captured the most value as tools became commoditized. And ultimately, the value creation of Internet spread over most of the economy.
In 2024, a new generation of tool makers are booming. Now I'm genuinely curious the investor thesis for how these companies will sustain their high profit margins as competition increases and supply bottlenecks ease. Is history in repeat, or what am I missing something?
On a positive note, what are the industries that will disproportionately benefit from the commoditization of intelligence?
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