You see this in certain pockets of markets.
Access is more important than ownership. Cars were an early example after Uber.
Utilization rate has skyrocketed.
Look at media. You don’t own physical media anymore. You pay for a license to access it.
Now look at AI. I do think it makes sense that on-device super powered AI will make build one time use apps for the task at hand. I think apps are going away entirely. There isn’t a need for ecosystems like that.
Everything will be personable.
Sep 8, 2026 · 12:06 AM UTC