[444a]

How confident are you this is true?

"Many existing apps can be mostly cloned by a small team over 6 months or a year,"

I have a vision of re-imagining stuff that is currently done across 5 apps, done within one that is far simpler and with favourable economics. Most people wont figure this kind of stuff out - it requires a lot of imagination. And if done in stealth - the incumbents will be fcked.

My belief is that we are gonna see a lot of consolidation - things that used to be done across multiple apps within one. Whilst at the same time a rise in apps that do one thing really really well - think of it as being closer to the ideal product where people current face a mismatch cost. This will remove the existence of most 'general' apps - which is a good thing imo.