Does AI make strong tech companies stronger? — Benedict Evans

Machine learning is probably the most important fundamental trend in technology today. Since the foundation of machine learning is data - lots and lots of data - it’s quite common to hear that the concern that companies that already have lots of data will get even stronger. There is some truth to this, but in fairly narrow ways, and meanwhile ML is also seeing much diffusion of capability - there may be as much decentralization as centralization.