Watch Desk posted an update
Deepinder Goyal, the founder behind Zomato and Blinkit, is stepping away from day-to-day operations at Eternal, the company that holds them. Speaking with Bloomberg's Haslinda Amin in Delhi, he argues his platforms can harness AI for their customers better than general AI models can. The 'myth' in the headline is the idea that general models win by default.
Why it mattersThe claim runs against the industry's favourite pitch, in which general assistants swallow vertical apps whole. His counter is that owning the customer, the catalogue and the delivery network beats a general model with none of those things. No successor or timeline is named. Is the moat in the model, or in everything wrapped around it?
Discuss: Is the moat in the model, or in everything wrapped around it?
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