30 秒でわかる
Tom Hulme argues that existing data and distribution can matter as AI technology spreads, citing Word, GitHub and Microsoft’s work with Epic. His assessment reflects the 2024 conversation.
- 1Data and distributionHulme argues established distribution can create an advantage.
- 2Existing workflowsHe cites Word and GitHub as products already used for work.
- 3Healthcare collaborationMicrosoft and Epic collaborate; Epic is a separate company.
ポイント
- Hulme sees data and distribution as possible sources of value.
- Word and GitHub are embedded in existing workflows.
- Microsoft collaborates with Epic, an independent healthcare software company.
- The competitive outcome remains uncertain.
チャプターごとに整えた全文を読む
Where value may shift
Tom Hulme argues that if AI technology becomes commoditized, value may shift toward companies with data and distribution. This is his 2024 assessment of the market.
Tom Hulme argues that if AI technology becomes commoditized, value may shift toward companies with data and distribution. This is his 2024 assessment of the market.
He points to legal work as a potential use for language models and Microsoft Word as software already embedded in many workflows.
Coding and healthcare
For coding, he cites GitHub’s reach among developers. For healthcare, he mentions Epic; Microsoft and Epic are separate companies that collaborate on integrating AI with electronic health records.
For coding, he cites GitHub’s reach among developers. For healthcare, he mentions Epic; Microsoft and Epic are separate companies that collaborate on integrating AI with electronic health records.
Hulme credits Microsoft’s distribution position, and Harry Stebbings agrees. Their exchange is an opinion about competitive positioning, not proof of a lasting winner.
同じチャンネルの記事
1:00:17EN
20VC with Harry Stebbings· 2026年10月29日ポッドキャスト · 3 人Harry Stebbings, Jason Lemkin and Rory O’Driscoll on AI financing and venture betsゲスト Jason Lemkin, Rory O’Driscoll · ホスト Harry StebbingsThe investors debate AI lab economics, spending on infrastructure, open-model risks and how to evaluate fast-moving private investments.
23:48EN20VC with Harry Stebbings· 2026年10月26日ポッドキャスト · 2 人Satya Nadella on Zero Trust for AI and Why Every Company Should Own Its Intelligenceゲスト Satya Nadella · ホスト Harry StebbingsThe Microsoft CEO argues that capable agents need security boundaries even as alignment research remains unsettled, and explains why firms should retain the value created by their own AI use.
1:13:26EN20VC with Harry Stebbings· 2026年10月24日ポッドキャスト · 2 人Naveen Rao on Energy, AI Hardware, Verification and the Future of Roboticsゲスト Naveen Rao · ホスト Harry StebbingsThe Unconventional AI founder argues that energy efficiency will shape AI hardware, while the growing volume of model output makes verification more valuable.
59:41EN20VC with Harry Stebbings· 2026年10月22日ポッドキャスト · 3 人20VC: Venture Fund Size, AI Valuations and the Changing Software Marketゲスト Jason Lemkin, Rory O’Driscoll · ホスト Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O'Driscoll debate venture concentration, infrastructure risk, code review and the assumptions behind fast-growing AI companies.
1:19:50EN20VC with Harry Stebbings· 2026年10月19日ポッドキャスト · 2 人Sameer Dholakia on AI Investing, Bessemer's Growth Strategy and Company Cultureゲスト Sameer Dholakia · ホスト Harry StebbingsThe Bessemer partner explains his approach to pricing fast-growing AI companies, backing founders and building teams, while discussing the risks behind his optimistic forecasts.
1:03:05EN20VC with Harry Stebbings· 2026年10月17日ポッドキャスト · 2 人Harrison Chase on Building Reliable Agents, Model Routing and Memoryゲスト Harrison Chase · ホスト Harry StebbingsThe LangChain co-founder explains why agents remain difficult to control, where domain expertise matters, and how his team manages coding-agent costs.