生成式软件冲击应用商店,Wabi 被点名
观点:应用商店靠应用稀缺性收租,而按描述即时生成的应用让发现与安装失去意义,Wabi 正站在这一侧。
The app store was one of the great business models ever built. Apple and Google own discovery, take a cut of the transaction, and never build the product. The whole thing rests on scarcity. Apps are expensive to make, so there are a limited number of them, so people need somewhere to find the right one. Discovery is the product and the 30% is the rent on it. Generated software removes the scarcity. If the app gets made the moment you describe it, there’s nothing to search for, nothing to install, and no shelf to be ranked on. Wabi is early on that side of the line. Apps generated inside a messenger, built around your group chat rather than downloaded into it. Every marketplace eventually faces the same question: what happens when the thing it was organizing stops being scarce.
这条是引用着另一条写的:「Wabi 2.0:多人共享的 personal agent 上线」