It breaks down the existing rules of engagement, from the social contract of company formation, to the loyalty of labor, to the duty to sustain an already-working product, to the conflict rules that investors used to follow. From the Big Tech point of view, if AI is a $10T+ revenue opportunity, and your research team sized scales sublinear to revenue with a cap of a few hundred researchers, is the difference between spending $5M/year/researcher and $10M/year and $20M/year enough to stop you? On the big tech side, the talent wars thin the playing field to companies with 1) tens of billions in net income that they can cut into, and 2) leaders with founder-like agency that will heavily sacrifice earnings for a seat at the AI table.
Author: John Luttig
Published at: 2025-07-13 20:09:34
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