The speaker's view is that the AI transition will be diffuse across many organizations and companies, and shaped more by economic forces than by idiosyncratic preferences or lasting founder effects.

“but our view is very much that this transition happens very diffusely by way of many,”

“many organizations and companies doing things and for those actions to be determined a bunch by economic forces rather than kind of idiosyncratic preferences.”

“you know, on the part of labs or these kind of decisions that have these kind of founder effects that last for very”