1. A Market Bigger Than Cloud
* While cloud started as a \$400B opportunity, AI’s total addressable market is already significantly larger, covering software and services from day one.
* Billions are in play immediately.
2. Distribution Has Changed
* With 5.6B people online and instant global reach through platforms like Reddit and X, there are no launch barriers.
* Speed matters more than perfection. First movers win attention.
3. Build at the Application Layer
* Infrastructure is expected. Real value lies in vertical, outcome-driven AI agents that solve domain-specific problems and build data flywheels.
* Start with customer pain, not tech.
* Focus on real use cases in areas like healthcare, law, or logistics.
* Use human-in-the-loop where needed.
4. Metrics Over Hype
* Engagement, adoption, and retention matter more than flashy demos.
* Real product-market fit means users change behavior, not just try it once.
5. Rise of the Agent Economy
* AI agents will take action, not just provide info. They’ll transact, negotiate, and collaborate.
* To scale, we need: Persistent identity for memory and learning, Protocols for inter-agent trust and secure interaction, Governance for compliance and risk management
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