Software Monopolies Will Crumble in 24 Months, Says Databricks Co‑founder
Databricks co‑founder Arsalan Tavakoli warns that any B2B software monopoly will crumble within 12‑24 months as AI budgets surge and firms blindly chase token spend. He says real AI value hinges on context, not models, meaning companies that tie spend to clear outcomes will dominate the next wave.