The viral adoption of tools like Claude Code by non-technical users demonstrates a market shift. Unlike advisory AIs (e.g., ChatGPT) that offer guidance, these new "doer" tools actively complete tasks like building a website, providing immediate, tangible value that lowers the barrier to creation for everyone.

Frame AI as a fundamental productivity shift, like the personal computer, that will achieve total market saturation. It's not a speculative bubble but a new, permanent layer of the economy that will be integrated into every business, even a local taco truck.

AI is a foundational layer, not a niche. Asking if a company is an 'AI startup' will soon be as meaningless as asking if it has a website. The adoption timeline is radically compressed: what took the internet 15 years for ubiquity will take AI only four, with non-adopters facing extinction.

Unlike previous top-down technology waves (e.g., mainframes), AI is being adopted bottom-up. Individuals and small businesses are the first adopters, while large companies and governments lag due to bureaucracy. This gives a massive speed advantage to smaller, more agile players.

Unlike the cloud-era "digital transformation," which often didn't change core employee workflows, the AI transformation is universal. It changes how every knowledge worker operates daily, making the shift more profound and akin to the move from paper to computers, fundamentally altering the nature of work itself.

Previous technology shifts like mobile or client-server were often pushed by technologists onto a hesitant market. In contrast, the current AI trend is being pulled by customers who are actively demanding AI features in their products, creating unprecedented pressure on companies to integrate them quickly.

Unlike electricity or the internet itself, which required massive physical infrastructure build-outs over decades, AI can be "downloaded" instantly by 5+ billion people. The internet acts as a pre-built carrier wave, enabling a rate of adoption never before seen in technological history.

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.

Veteran VC Navin Chaddha argues that AI's impact is an order of magnitude greater than previous tech waves. This is because AI's conversational interfaces democratize creation for billions, while its ability to reason and act provides a second 10x force multiplier, resulting in a 100x total opportunity.