The Death of the Big 4: AI-Enabled Services Are Opening a Whole New Market

Disruption Theory & risk-aversion don’t apply

Incumbents typically cede market space to startups wherever there’s new, unproven technology or a new, unproven market, especially in spaces where they can’t use past data to predict the future. But in AI, they’re rushing to embrace new technology and uncertain markets, spending historic amounts of ... See more

Customer empathy makes a comeback. Companies will move beyond the “best gen AI model” rat race by radically transforming everyday consumer and enterprise workflows with a rich and deep pipeline of category-specific capabilities for the long-tail of professional needs. I like how my friend Aaron Levie, founder of Box, recently described these layers... See more

Here's my read on the situation:

* The TAM is massive, still so many businesses trying to figure out AI

* If you do deployments you’ll need to spend a of time hand holding clients through scoping projects (not unlike other dev works) since the material is so new

* Lot’s of opportunity in education

* The hard part isn’t the expertise, it’s distribution ... See more

Angel thesis around SMBs: A few of you know my personal interest in platforms and tools that empower SMBs and the general notion of AI providing small businesses some of the capabilities and advantages typically reserved for big businesses (making sense of data, security, marketing at scale, personalized experiences, etc…). Over time, we’ll see man... See more

With Generative AI’s budding reasoning capabilities, a new class of agentic applications is starting to emerge.

What shape do these application layer companies take? Interestingly, these companies look different than their cloud predecessors:

• Cloud companies targeted the software profit pool. AI companies target the services profit pool.


• Cloud compa

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