Let me take you back to 2006.
Everyone thought the money was in selling servers. Then AWS showed up and said, “What if servers were infinite—and cost pennies?” Overnight, distribution became a non-issue.
The winners weren’t server companies. They were apps like Airbnb, Uber, and Netflix—companies that used cheap infrastructure to solve real human problems.
Fast forward to today. The same flip is happening in AI.
DeepSeek, Qwen just dropped. Tomorrow, another model will. Soon, frontier models will be basically free.
And just like AWS, the biggest winners won’t be the model providers. They’ll be the Agentic AI companies solving specific business problems so well, they become indispensable.
Think:
→ The Airbnb of legal contracts
→ The Uber of sales outreach
→ The Netflix of content creation
Here’s why this matters:
When everyone has access to the same powerful models, the differentiator isn’t performance—it’s understanding user problems deeply.
Your AWS moment is here:
- Pick an industry AI hasn’t transformed yet
- Build the simplest possible interface for one specific workflow
- Watch as your product becomes the default
Hot take:
The next trillion-dollar company won’t be a lab. It’ll be the team that turns a commoditized model into the easiest button for a billion-dollar problem.
Your move:
What’s the one workflow in your industry that’s still stuck in 2010? Build the Agentic AI solution—and own the future.