2026-03-07 14:23:35

everyone's obsessing over which brands AI will kill.

wrong question.
Swiggy.. Zomato.. Uber.. they're not valuable because they exist. they have logistics depth, supply density, trust built over years.
that doesn't evaporate overnight.
what AI actually does is lower the cost of building fast enough to challenge them.. not by copying them.. by going where they never bothered to go.
niche. hyperlocal. vertical.
the next Zomato competitor won't be another food delivery app. it'll be some guy in a tier 2 city who built an AI-powered ordering system for 200 local restaurants in his area.. and it just works better.
AI doesn't kill incumbents. it funds the insurgents.

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