The personal computing revolution was ignited not by the Apple II computer itself, but by VisiCalc, the first spreadsheet program. This demonstrated a crucial market lesson: a single, indispensable piece of software (a 'killer app') can create the demand for an entire hardware platform.
Wozniak's insistence on eight expansion slots for the Apple II, against Jobs's preference for two, created a third-party ecosystem that drove sales. This open architecture's success funded the company, enabling the development of Jobs's later closed-system products.
The rapid growth of AI products isn't due to a sudden market desire for AI technology itself. Rather, AI enables superior solutions for long-standing customer problems that were previously addressed with inadequate options. The demand existed long before the AI-powered supply arrived to meet it.
Despite creating a breakthrough hardware device, Whisperflow pivoted to a desktop app. The critical realization was that you cannot sell a better solution if the underlying user habit is absent. The company first needed to build the behavior of using voice regularly before a specialized hardware product could succeed.
Large enterprises don't buy point solutions; they invest in a long-term platform vision. To succeed, build an extensible platform from day one, but lead with a specific, high-value use case as the entry point. This foundational architecture cannot be retrofitted later.
A new technology's adoption depends on its fit with a profession's core tasks. Spreadsheets were an immediate revolution for accountants but a minor tool for lawyers. Similarly, generative AI is transformative for coders and marketers but struggles to find a daily use case in many other professions.
Major technological shifts create new industries in unpredictable ways. The spreadsheet automated manual financial modeling, revealing massive inefficiencies in companies. This enabled private equity firms to acquire businesses, streamline operations using this new tool, and extract value, effectively birthing the modern PE industry.
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.
Apple never intended to build a business machine. The Apple II became one because VisiCalc, the first "killer app," required a feature set (RAM, floppy drive, display) that only Wozniak's computer happened to have. This accident transformed Apple's market overnight, proving platform success can be driven by unforeseen uses.
Excel's market dominance stems from Microsoft's strategy of bundling it into the non-negotiable Microsoft Office suite. This made it impossible for enterprise customers to purchase software à la carte, effectively locking out competitors and making individual user preference irrelevant.