Unlike previous tech waves that trickled down from large institutions, AI adoption is inverted. Individuals are the fastest adopters, followed by small businesses, with large corporations and governments lagging. This reverses the traditional power dynamic of technology access and creates new market opportunities.
Unlike cloud or mobile, which incumbents initially ignored, AI adoption is consensus. Startups can't rely on incumbents being slow. The new 'white space' for disruption exists in niche markets large companies still deem too small to enter.
The democratization of technology via AI shifts the entrepreneurial goalpost. Instead of focusing on creating a handful of billion-dollar "unicorns," the more impactful ambition is to empower millions of people to each build a million-dollar "donkey corn" business, truly broadening economic opportunity.
While many believe AI will primarily help average performers become great, LinkedIn's experience shows the opposite. Their top talent were the first and most effective adopters of new AI tools, using them to become even more productive. This suggests AI may amplify existing talent disparities.
C-suites are more motivated to adopt AI for revenue-generating "front office" activities (like investment analysis) than for cost-saving "back office" automation. The direct, tangible impact on making more money overcomes the organizational inertia that often stalls efficiency-focused technology deployments.
During major platform shifts like AI, it's tempting to project that companies will capture all the value they create. However, competitive forces ensure the vast majority of productivity gains (the "surplus") flows to end-users, not the technology creators.
Small firms can outmaneuver large corporations in the AI era by embracing rapid, low-cost experimentation. While enterprises spend millions on specialized PhDs for single use cases, agile companies constantly test new models, learn from failures, and deploy what works to dominate their market.
The history of AI tools shows that products launching with fewer restrictions to empower individual developers (e.g., Stable Diffusion) tend to capture mindshare and adoption faster than cautious, locked-down competitors (e.g., DALL-E). Early-stage velocity trumps enterprise-grade caution.
To get mainstream users to adopt AI, you can't ask them to learn a new workflow. The key is to integrate AI capabilities directly into the tools and processes they already use. AI should augment their current job, not feel like a separate, new task they have to perform.
For the first time, a disruptive technology's most advanced capabilities are available to the public from day one via consumer apps. An individual with a smartphone has access to the same state-of-the-art AI as a top VC or Fortune 500 CEO, making it the most democratic technology in history.
Contrary to the belief that PMs are the earliest tech adopters, go-to-market functions (sales, marketing, support) are leading agent adoption. Their work involves frequently recurring, pattern-based tasks that are a perfect fit for automation, putting them ahead of the curve.