Why can the future AI landscape be full of upright bikes and QWERTY keyboards? The social aspect of the tipping point (or product-market fit), a 40-year-old concept and market segmentation based on technological beliefs.
Some sociology background for the standards war in AI that is supposedly coming.
Many engineers ignore the social aspects of technology and think that the technical superiority of one product is enough to win the competition. Let’s consider an ancient example from the history of technics, the standards war of recumbent vs. upright bicycles, that proves otherwise and makes us reflect on the marketing positioning of AI solutions we deliver.
Recumbent bike
The recumbent bike reference architecture beats the upright variant in almost any measurable characteristic. You can check the comparison table in Wikipedia. But you barely see this superiority on the streets. The evolution of solution variants is not linear. You cannot untie all these Agile spirals into one thread and build a consistent narrative of “how we came up with this design.” Some critical requirements cannot be put as requirements because they are about politics, social norms, balance of power, etc. You cannot explicate that, and you cannot use them as inputs to your design process, whether they are model-based or not. It went for bikes 100 years ago and applies to the AI solutions we deliver now. Humans didn’t change much in some aspects.
The upright bicycle design alternative survived because it was emancipation time, and women found the upright variant more appealing:
“During the days of the high-wheeled ‘Ordinary,’ women were not supposed to mount a bicycle. For instance, in a magazine advice column (1885), it is proclaimed, in reply to a letter from a young lady: The mere fact of riding a bicycle is not in itself sinful, and if it is the only means of reaching the church on a Sunday, it may be excusable.”
See the upright bicycle case in the 1984 article: http://dtc-wsuv.org/wp/dtc375-spring15/files/2015/02/The-Social-Construction-of-Facts-and-Artefacts.pdf
Rogers provides the tipping point concept in the 1995 book ‘Diffusion of Innovations.’ A tipping point is when an innovation starts spreading or reaches what is now called “product-market fit.” What is often missed is that it’s not only product features (technical characteristics) that play a role in the diffusion. It’s not only a product roadmap. It’s also technology adoption or even technology domestication activities. There is a whole social dimension to it. As always with society, there are several explanations for the successes and failures of the technologies - two of the progressive camp and two of the conservative camp (an extensive article on that topic is coming).
My take
AI is an interesting set of technologies; they are highly polarized. I see how these four cohorts (progressive-conservative and AI is suitable vs. AI is wrong division) emerge in the political movements and companies. They are techno-skeptical and techno-optimistic companies; some adopt and domesticate technologies until they are fit for current processes and do not require organizational changes, and some strongly believe that AI will bring us back to the medieval ages like social networks did.
That means the standards war in AI will also not be global, like the standards war between phone connectors was, with USB type C finally winning the battle. They will be regionalized within and between these social segments. There will be no global AI companies, in other words, and decoupling policies and “COMMISSION RECOMMENDATION of 3.10.2023 on critical technology areas for the EU’s economic security for further risk assessment with Member States” are secondary effects, not causes for that state of affairs. It’s the social dynamics overall.
On the business level, it has implications. When you position your AI company, you should consider these social viewpoints fit to your branding. Silicon Valley’s slogan, “Our technology will change the world,” can ring all the wrong bells in some segments. Some worlds do not want change, and businesses are not universities. We should not educate the market. We should sustainably address the problems the customers bring us. But many companies and investment funds are ignoring these social aspects, and the reference architectures they promote will not survive, despite the technical perfection. A tipping point will be for one segment but a freezing point for others; see the broader range of reactions to ChatGPT’s success, with bans and legislative rebuff.
The future AI landscape can be full of upright bikes and QWERTY keyboards, so we should not rely purely on technical benchmarks when we build our solutions. We can talk all day long about how technologies are neutral, but we will not convince some of our customers because AI is not unbiased for them.

