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.

Contrary to the belief that new form factors like phones replace laptops, the reality is more nuanced. New devices cause specific tasks to move to the most appropriate platform. Laptops didn't die; they became better at complex tasks, while simpler jobs moved to phones. The same will happen with wearables and AI.

Enterprise products must solve the complex, day-to-day problems of the implementers, not just the C-suite buyers. Slack built a dedicated admin dashboard separate from executive-level metrics to serve the critical but often ignored IT admin, whose job is facilitating work for thousands.

Enterprises face hurdles like security and bureaucracy when implementing AI. Meanwhile, individuals are rapidly adopting tools on their own, becoming more productive. This creates bottom-up pressure on organizations to adopt AI, as empowered employees set new performance standards and prove the value case.

By integrating into the enterprise workflow through licenses and custom models, ChatGPT creates a powerful daily habit for millions of employees. This work-based usage spills over into personal life, reinforcing its position as the default AI tool and making it harder for consumer-only competitors to break through.

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.

Casado asserts that current AI is an individual prosumer technology. Corporate AI projects often fail because they misapply it. The immediate organizational value comes from the aggregate productivity gains of employees using consumer AI tools like ChatGPT on their own.

According to OpenAI's Head of Applications, their enterprise success is directly fueled by their consumer product's ubiquity. When employees already use and trust ChatGPT personally, it dramatically simplifies enterprise deployment, adoption, and training, creating a powerful consumer-led growth loop that traditional B2B companies lack.

Loom was founded on the observation that easy video sharing was ubiquitous in personal life but painfully complex at work. This gap between consumer-grade user experience and clunky enterprise tools highlighted a massive, latent demand. Entrepreneurs can find opportunities by bringing consumer ease-of-use to the workplace.