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FinnKuhn | on: Root shell on Samsung TV
>Say OpenAI builds GPT-11 and they realize it can do 95% of their clients work. Why not hire away key people from the client or the client's competitors and start eating into their market share?

Can you give me an example where this would make sense, because I just don't see e.g. OpenAI starting a grocery store chain or Anthropic building a wind turbine manufacturing company.

What I can see is that some company's products become useless, e.g. translation tools, as it is something that you can just do within ChatGPT or Claude.

dw_arthur | parent | next
I am thinking a little further into the future where companies and people themselves become more dependent on AI. If LLMs disappeared today how many companies and people could not function? Probably not many. But, in 5 years how many companies will be dependent on AI? A future where companies are dependent on big AI labs to run their business could happen. I think the business term is forwards integration, where a seller moves into one of their buyer's markets.

Also, in such a future businesses would be reorganized to use AI. That probably means less employees and reduced human complexity. The business processes are further abstracted from people making it easier for a big AI lab to move in.

If I was looking at businesses today where the big AI labs could step in I would look for businesses where they earn high margins based on intellectually complex tasks. Maybe the most pure example would be trading in the stock market since it can be completely done by a computer. Then you have areas like law which process large amounts of data but are also heavily based on relationships.

cowlevel | parent
You picked physical work, but how about consulting or sales?
FinnKuhn | root | parent
For consulting they don't need to start a new company. If they eat part of that market it would be with their current products where someone uses AI instead of hiring a consulting company. So a similar approach to what happened with translation.

For sales I'm sorry, but I don't think sales companies exist? Sales is usually just a part of another company. Some of those employees might be made redundant as AI products complete part of their work, but that would also happen through OpenAI's or Anthropic's products.

So for both of those I don't see what kind of company they could spin off (excluding the example of a company that does AI implementations as I mentioned that one in my initial comment) that would compete with an existing company. For all of these things offering a product that allows existing companies to replace employees sounds like the more scalable, profitable and flexible strategy.