In my AI Business Models Book, I explained in detail how the quote from NVIDIA's CEO, Jensen Huang, "Software is eating the world, but AI is going to eat software," is playing out.
I also explained why this trend was a continuation and the last leg of a movement that Marc Andreessen emphasized in 2011 about Software eating the world.
That's how you want to frame the current AI revolution!
In short, we'll see in the coming decade what the maximum potential we can get by transforming anything into a software paradigm, where anything moves from dumb to smart, from static to dynamic, and from generalized to hyper-personalized!
And yet, there is a paradox to this revolution.
The more Generative AI integrates into anything, the more the hardware part (for major tech players) becomes the critical moat!
In this newsletter and in my book, AI Business Models, I explained over and over how the current AI Business Architecture is founded on three paradigms, of which the Hardware Paradigm enabled it in the first place.