the reason why there are unbundling and bundling is due to new tech comes out. everytime new tech out, that's the era of innovation, exploration -> hence unbundling happens , or they say cambrian explosion. and roughly every 20 years or so, there is a new leader emerges - this is kind of the end of unbundling era, where everything is kind of bundled. so for crypto is already 16 years (from Bitcoin) so we are supposed to enter the era of bundling or at least the end of unbundling, while for AI is still like year 3? so maybe it's still more on the unbundling era than bundling era, you could see it like there are lots of AI apps being built left and right, not to mentioned the LLM model or the AI algorithm is like being updated every week or so. you could also see also inkling of bundling in crypto, where the small ones already gone, and the bigger ones like @JupiterExchange @solana @ethereum keeps on building new use cases/features on top of their platform, so i see this as bundling...
Marc Andreessen said that tech markets oscillate between the bundling and unbundling of services, and both forces will always coexist.
Recently, crypto has been in an unbundling phase moving away from centralized exchanges , with on chain finance giving rise to specialized platforms like Aave, Pump, Jupiter, Phantom, Hyperliquid, and Polymarket
But I believe we are now exiting that unbundling era and entering a new phase of bundling one where only a few startups will ultimately consolidate and dominate.
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