2025-09-15
This is well worth a read. I don't think the AI/shipbuilding analog is a perfect fit, but the conclusions for investors is: the ultimate value creation of AI will be for those companies that adopt the various tools created aggressively to drive revenue growth and cost reductions.
Colossus
The AI revolution has more in common with shipping containerization than the boom unleashed by the microprocessor: diffuse global benefits but few new fortunes
The disruption is real. It's also predictable. — ISSUE 04 — Fortunes are made by entrepreneurs and investors … X: @actaccordingly , @shearic , @joincolossus , @sameer_singh17 ,...