Four Mental Models for Physical AI

The AI landscape is generating more analytical noise than signal. Every week brings a new benchmark, a new funding round, a new CapEx announcement that seems to rewrite the strategic picture.

Most of the frameworks people reach for β€” first-mover advantage, network effect β€” as explored in the emerging fifth paradigm of scaling β€” s, winner-take-all dynamics β€” were built for software markets. They misread what is …

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The AI landscape is generating more analytical noise than signal.

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