𝗔𝗜 𝗪𝗶𝗻𝗻𝗲𝗿𝘀 𝗗𝗼𝗻'𝘁 𝗦𝗲𝗹𝗹 𝗔𝗜
The biggest winners in the AI cycle might not sell AI at all.
Chi-Hua Chien, co-founder of Goodwater Capital, has a blunt thesis. He believes the most successful companies will stop pitching AI. Instead, they will sell better entertainment, cheaper healthcare, and faster outcomes.
AI will simply be the invisible engine inside the product.
Here is why this matters for you:
- The AI layer is becoming a commodity.
- If you sell AI directly, you must defend the technology.
- If you use AI to solve a problem, you defend the customer relationship.
Chien points to Google as a warning sign. Google recently dropped its AI subscription price and doubled the storage. This shows that big players can bundle AI into existing services very cheaply.
If your product only offers access to a model, a larger platform will undercut you.
To win, look for these patterns:
- Vertical focus: Solve one specific problem that generic AI cannot touch.
- Workflow ownership: Become a habit in the user's daily life.
- Economic improvement: Use AI to lower costs or expand service capacity.
- Personalization: Make the product better every time a user interacts with it.
History shows us a pattern. In the web era, applications created 88% of the new value. In the mobile era, companies like Netflix and Uber captured the prize, not the infrastructure.
The AI era will follow the same path. Infrastructure captures early attention, but applications capture long-term wealth.
Stop selling the model. Start selling the solution.
Source: https://dev.to/xoomar/ai-sellers-get-squeezed-in-chi-hua-chien-ai-winners-bet-1h6i
Optional learning community: https://t.me/GyaanSetuAi