The biggest opportunity for AI isn't just automating existing human work, but tackling the vast number of valuable tasks that were never done because they were economically inviable. AI and agents thrive on low-cost, high-consistency tasks that were too tedious or expensive for humans, creating entirely new value.

The focus on AI automating existing human labor misses the larger opportunity. The most significant value will come from creating entirely new types of companies that are fully autonomous and operate in ways we can't currently conceive, moving beyond simple replacement of today's jobs.

The true economic revolution from AI won't come from legacy companies using it as an "add-on." Instead, it will emerge over the next 20 years from new startups whose entire organizational structure and business model are built from the ground up around AI.

AI is developing spatial reasoning that approaches human levels. This will enable it to solve novel physics problems, leading to breakthroughs that create entirely new classes of technology, much like discoveries in the 1940s led to GPS and cell phones.

The internet leveled the playing field by making information accessible. AI will do the same for intelligence, making expertise a commodity. The new human differentiator will be the creativity and ability to define and solve novel, previously un-articulable problems.

The common analogy of AI being "like a website" that every company must adopt may be misleading. The real transformative power of AI could be in enabling entirely new, AI-native businesses that leapfrog incumbents, rather than simply being a feature tacked onto existing products.

While AI-driven efficiency is valuable, Mistral's CEO argues the technology's most profound impact will be accelerating fundamental R&D. By helping overcome physical constraints in fields like semiconductor manufacturing or nuclear fusion, AI unlocks entirely new technological progress and growth—a far greater prize than simple process optimization.

The most significant value from AI is not in automating existing tasks, but in performing work that was previously too costly or complex for an organization to attempt. This creates entirely new capabilities, like analyzing every single purchase order for hidden patterns, thereby unlocking new enterprise value.

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.