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Enterprise AI Adoption · Services are the new software: defensibility shifts to forward-deployed agent training on tacit knowledge
now playing · Enterprise AI Adoption
AI Economics & Business Modelstailwindscore 9/10brandon suede
Infrastructure layer upstream of frontier models to dramatically outperform application layer in next 12 months
Application layer companies lack moats because frontier models (Claude, GPT) will natively absorb vertical capabilities (legal, medical, finance); infrastructure companies (data, compute, e…
AI Economics & Business Modelstailwindscore 9/10brandon suede
Enterprise token spend on agents will exceed headcount costs within 5 years despite falling unit costs
Model performance improvements drive 10x YoY capability gains, causing total token consumption to explode (Jevons paradox); Mercor already spends more on agent tokens than salaries; average…
Cybersecuritytailwindscore 8/10brandon suede
Golden age of cybersecurity driven by AI-powered attacker swarms creating massive defense demand
Attackers now use swarms of coding agents to exhaustively probe codebases at machine speed, making traditional defenses obsolete; this drives enormous boom in AI security engineering tools…
Enterprise AI Adoptiontailwindscore 8/10brandon suede
Services are the new software: defensibility shifts to forward-deployed agent training on tacit knowledge
Pre-sales GTM moats erode as models replicate SaaS products; durable defensibility comes from post-sales forward-deployed motion where agents are trained on organization-specific tacit know…
Frontier AI Modelsheadwindscore 8/10brandon suede
API layer commoditizes as zero switching costs and frequent frontier releases enable hot-swapping via enterprise evals
Enterprises will build eval systems of record for each workflow, benchmarking every new model to hot-swap and distill; majority of inference in 5 years shifts to open-source/distilled model…
Frontier AI Modelstailwindscore 8/10brandon suede
Enterprise-specific evals become critical infrastructure to enable model commoditization and 10x price-performance
Academic benchmarks (GPQA, IMO) are disconnected from enterprise outcomes; companies must build evals for real workflows (multi-week financial modeling, end-to-end SaaS cloning) to distill…
Semiconductorsmixedscore 7/10brandon suede
Nvidia monopoly eroding as Cerebras and in-house lab chips (Google, Meta, Amazon) gain share in largest market ever
Every major lab builds custom silicon (TPU, MTIA, Trainium, etc.); Cerebras executing well; in 5 years Nvidia holds 30-40% share but in a market orders of magnitude larger, still making it…
AI Talent & Labor Marketmixedscore 7/10brandon suede
Top AI researcher compensation hits $10-20M/year; supply-demand imbalance to persist for 99th percentile
Extreme demand from frontier labs (Meta's superintelligence group offering $20M/yr) creates 10:1 demand-supply ratio; compensation will escalate for elite researchers but broaden as more pe…
AI Geopolitics & Export Controlsheadwindscore 6/10brandon suede
Europe unlikely to compete on foundation models; talent network effects concentrate in US labs creating geopolitical advantage
Best European researchers (French, etc.) aggregate at OpenAI, Anthropic, DeepMind due to talent network effects, compounding capital/compute/impact in US; Europe should accept model-layer l…