🔗 ARM Never Made a Chip. Dolby Never Built a Speaker. | I, Cringely

And the scarce thing in AI isn’t intelligence. It’s trust.

You don’t sell the trustworthy machine. You license the part that makes the machine trustworthy, and you collect a sliver every time it runs.

Not just AI .. Identity and News are two domains I work in where our approach is exactly this. (Early days.)