So I can see AI as a platform, and here's how.

So there's two categories. One is feature and one is platform.

So when it comes to feature, when you see a feature, it's probably more vertically aligned and allows the business to go more focused on the specific thing that they're solving and focused on or direction they're going towards. So an example of this is logistics company.

A logistics company can have an AI agent call a business to check for inventory. That AI agent can come back and hit an endpoint or webhook, and from there it can notify the system that there's inventory and how much of an inventory, and they can do tracking of things and all that other stuff.

But that's an example of a vertically aligned system that's hyper-focused. Another example is hospitals.

You have an AI agent that can call a customer, a client, to check on the appointment. If a person says, I won't be able to make it or I need to cancel, the AI agent can come back and say, okay, well, let's reschedule.

That will hit the calendar on the business end, the hospital end, and then also that business can have an inventory system as well as a communication system, all the other stuff. So this is hyper-focused, and that's where AI can plug in as a feature.

It just amplifies their vertically aligned position. Now, when it comes to platform, I can see platform working.

In the consumer space, and here's how. So whenever you think about hyper-focus, what can be hyper-focused for consumers within the AI?

It's a virtual assistant. And so now you think about, okay, well, this virtual assistant needs to do all these different things.

Are you going to actually program a virtual assistant to do every last thing? The answer is no, you will not.

And if anything, that's actually, it's not ideal. And Apple could have done that with the App Store, technically, right?

They could have. They could have made every last app, but it technically isn't feasible.

Technically, it's time-consuming, very expensive, and there's a lot of failures in that. So instead, what you do is you offload that to other developers by making them the platform, aka the App Store.

And a virtual assistant, AI virtual assistant, can be a new App Store, aka platform. And how can it work?

You have all these developers that's building. You have an AI agent, and these AI agents can plug into the virtual assistant.

So when you're talking to Siri, Siri can activate an AI agent that knows how to do this problem. And it knows how to communicate with that AI agent, and knows how to update it, and knows how to check the status of it, and knows when it's done, right?

And so as a result, now you have all these developers that can literally just activate their stuff, and then Siri is like 10 times better, or excuse me, not even Siri. A virtual agent is now 10 times better, right?

And so we're seeing examples of this with the Rabbit, and I don't think that Rabbit was actually needed to exist as a hardware. That's a whole nother story.

I think it was a really dumb spend, in my opinion. An app would have done 10 times better, in my opinion, but neither here nor there.

But yeah, this is how I can see it happening with a platform versus a feature. So Google, Apple, and Apple both have the same purpose, and they both serve specific purposes, and make companies extremely successful.

Whoever can get the virtual assistant down pack, they won the game. I think that Google and Apple are highly positioned to make their virtual assistant, Google Assistant, aka Siri, the best.