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Great piece! It's crucial to differentiate between the short term hype of AI and the long term real world effects on how you can leverage it to provide the most value. Just as important is making sure you do not write this off though. It's here to stay, and we must evolve with it now.

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Well said!

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Very well written piece Sangeet! I read your point on competitive advantage. To extrapolate and generalise, what sort of moats do you envision to come out in the long run for the AI winners?

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Couldn't agree more! I am working with a number of companies and was trying to articulate that "AI has changed everything but not in the way people expect". The framework you articulate sits smack in the middle of my hypothesis. The model is super important (if you are able to build and support models) but for the rest of us "mere mortals" then the key is how we use that machine intelligence to serve the customer better, faster and use the competitions size, strength etc... against them. Very Jiu-Jitsu!

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