The AI age is missing its phone company

The article draws parallels between the AI industry's current focus on content (LLMs) and past media/tech sectors, arguing that the AI revolution lacks a dedicated 'phone company'-style distribution network. It highlights how companies like OpenAI, Google, and Anthropic are attempting to control both content and distribution through apps/APIs, while existing firms like Comcast are reverting to core distribution roles. Anthropic recently acquired dev tools company Stainless to build AI distribution infrastructure.