Mark Cuban
Mark Cuban|Mar 22, 2026 16:42
We directionally agree. ✔️ Where we disagree is that employees will fully share, or even accurately share .their “corporate knowledge”. They are protective of that knowledge. Most of which is not documented anywhere. That’s their “edge”. They certainly aren’t going to share that with any system they believe to create a threat(s) to their job or future. Humans know they have an expiration date. AI doesn’t believe it expires. As far as “recursive”, I realize some see this as the holy grail and future of AI in companies, I think it’s great for anything with specified processes or anything built on math. Anything recursive that touches strategy will be a problem for a company. Why ? Because even though all companies will use different data, the results of recursive systems will start to look very similar to each other, diminishing any competitive advantage. AI is a “leapfrog” business. Much like software was back in the day. Every day, week, month, there are new features. You know this better than anyone. You are in a race But they all tend to end up in 90pct the same place. With that 10pct value being the reason why customers pick one over the other. Point being, that in early days the products seem very different. Over time they will be less and less so. Early adopters get an edge. But that edge dissipates. Being recursive isn’t the advantage it was expected to be We saw this with NBA analytics. When the Mavs were the first team to use analytics for everything, we had a huge advantage. We could trick teams into playing their worst lineups, because they didn’t even know what their worst lineups were Today, analytics have become an efficient market in the nba. Everyone has pretty much the same output and values per shot type. And, use the same or similar systems to get there. But players, like employees in enterprises, figured out what metrics they had to outperform to differentiate themselves. They learned to draw more fouls. To create and make mid range shots at a better percentage, because they knew that would be what defenses left open. Business is no different. They have to anticipate that in the next 5 years or so, everyone will have the same tools, info and knowledge, with deltas on the margin Which is exactly what has happened with every new tech. Over time the same shit is available to everyone. The early adopters, that iterated and executed the best, were the winners All of which is why I’m not a doomer. Why I don’t think there will be mass unemployment. The only layoff trigger will be upstart, native companies replacing incumbents. Or more likely get acquired by them. That’s the way I see it. But I could be wrong 🤷🏼‍♂️(Mark Cuban)
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