History shows that major technological shifts like the internet and AI require a fundamental re-architecting of everything from silicon and networking up to software. The industry repeatedly forgets this lesson, mistakenly declaring parts of the stack, like hardware, as commoditized right before the next wave hits.

Former DreamWorks CEO Jeffrey Katzenberg compares the current backlash against AI in creative fields to the initial revolt from traditional animators against computer graphics. He argues that, like computer animation, AI's adoption is an unstoppable technological shift that creators will either join or be left behind by.

A consistent pattern shows innovators adopting the models of legacy players they displaced. YouTube creating cable-like bundles, Coinbase mirroring traditional banks, and Facebook becoming new media illustrates a natural lifecycle where disruptors eventually converge with the industries they set out to revolutionize.

In the age of AI, 10-15 year old SaaS companies face an existential crisis. To stay relevant, they must be willing to make radical changes to culture and product, even if it threatens existing revenue. The alternative is becoming a legacy player as nimbler startups capture the market.

Unlike previous tech waves, AI's core requirements—massive datasets, capital for compute, and vast distribution—are already controlled by today's largest tech companies. This gives incumbents a powerful advantage, making AI a technology that could sustain their dominance rather than disrupt them.

Consumer innovation arrives in predictable waves after major technological shifts. The browser created Amazon and eBay; mobile created Uber and Instagram. The current AI platform shift is creating the same conditions for a new, massive wave of consumer technology companies.

Unlike past tech shifts, incumbents are avoiding disruption because executives, founders, and investors have all internalized the lessons from 'The Innovator's Dilemma.' They proactively invest in disruptive AI, even if it hurts short-term profits, preventing startups from gaining a foothold.

Ben Chestnut observed that the cadence for tech companies to reinvent themselves has accelerated from every three years to a constant, rapid cycle. This makes it nearly impossible for large, established companies to remain nimble in the AI era.

To lead in the age of AI, it's not enough to use new tools; you must intentionally disrupt your own effective habits. Force yourself to build, write, and communicate in new ways to truly understand the paradigm shift, even when your old methods still work well.