What kind of disruption?

This short piece from Benedict Evans poses a fundamental question about the nature of disruption in the age of AI. While "software ate the world" is a well-worn phrase, the article hints at a deeper level of disruption beyond simply selling software. Companies like Uber and Airbnb didn't just offer software; they fundamentally altered market dynamics. The question then becomes: what *kind* of disruption are we seeing now, and how does it differ from previous waves? This is crucial for understanding the long-term impact of AI and other emerging technologies on various industries and society as a whole. It prompts us to consider the qualitative differences in how markets are being reshaped.