The reason why there are unbundling and bundling is due to new tech coming out. Every time new tech comes out, that's the era of innovation, exploration -> hence unbundling happens, or they say Cambrian explosion. And roughly every 20 years or so, a new leader emerges - this is kind of the end of the unbundling era, where everything is kind of bundled. So for crypto, it's 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 it's still like year 3? So maybe it's still more in the unbundling era than the bundling era; you could see it like there are lots of AI apps being built left and right, not to mention the LLM model or the AI algorithm is being updated every week or so. You could also see inklings of bundling in crypto, where the small ones have already gone, and the bigger ones like @JupiterExchange @solana @ethereum keep on building new use cases/features on top of their platform, so I see this as the...
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.
15.53K
25
The content on this page is provided by third parties. Unless otherwise stated, OKX is not the author of the cited article(s) and does not claim any copyright in the materials. The content is provided for informational purposes only and does not represent the views of OKX. It is not intended to be an endorsement of any kind and should not be considered investment advice or a solicitation to buy or sell digital assets. To the extent generative AI is utilized to provide summaries or other information, such AI generated content may be inaccurate or inconsistent. Please read the linked article for more details and information. OKX is not responsible for content hosted on third party sites. Digital asset holdings, including stablecoins and NFTs, involve a high degree of risk and can fluctuate greatly. You should carefully consider whether trading or holding digital assets is suitable for you in light of your financial condition.