Reviving platform strategy to compete against Big AI
By
Anil Dash
Summary
Anil Dash argues that while Big Tech has become so dominant that platform competition seems impossible, the AI market is still early enough that Big AI companies can be defeated. He calls for a revival of classic platform strategy tactics—once used in desktop office, web browsers, and mobile ecosystems—to compete against AI giants. The piece outlines historical examples of platform wars and lays out strategic approaches for startups, developers, and open source communities to challenge incumbent AI platforms by leveraging interoperability, user trust, and ecosystem thinking.
Source
Key quotes
· 3 pulledOne aspect of strategy that's been largely lost in the tech industry in recent years is how to compete against platforms, since the major tech companies have gotten so big that markets are no longer competitive.
However, the AI market is still early enough, and users and society are still angry enough, that the Big AI companies can lose.
But for them to lose, everybody else in the ecosystem has to carry out the nearly-lost art of platform strategy.
You might also wanna read
OpenAI's Strategic Challenges: Analyzing the Company's Competitive Position and Future Prospects
Benedict Evans analyzes OpenAI's strategic challenges, arguing that despite its large user base, the company lacks unique technology, strong
Why the AI Application Layer Still Has Room for Innovation Despite Lab Dominance
The article addresses the anxiety among founders and prospective employees about whether there is any viable AI application layer left to bu
OpenAI's Strategic Positioning and Platform Power Dynamics
This article from Stratechery's weekly newsletter analyzes OpenAI's strategic positioning in the tech industry, particularly focusing on the
stratechery.com·8mo agoFive Critical Perspectives on AI's Impact on Software Development and Developer Evolution
This article presents five essential perspectives on the reinvention of software development in the AI era, cutting through the hype to exam
Docker Inc's Strategic Evolution: From Container Pioneer to AI Platform
Docker Inc, the company that revolutionized application deployment with containerization, has struggled with multiple identity crises and st
AI Platforms' Subsidy Strategy and the Coming Affordability Crisis
The article analyzes how AI platforms have been using a "drug-dealer's algorithm" strategy — massively subsidizing their products to generat
AI Platforms' Subsidy Strategy and the Coming Affordability Crisis
The article analyzes how AI platforms have been using a "drug-dealer's algorithm" strategy — massively subsidizing their products to generat

Comments
Sign in to join the conversation.
No comments yet. Be the first.