AI is real and important, but current business conversations often become hysterical rather than grounded in operational reality. Past technology shifts like the internet, mobile, crypto, blockchain, and cloud computing each mattered differently. A key way to assess AI for a specific company is to determine whether AI functions more like the internet, requiring reinvention, or more like cloud computing, improving efficiency without fundamentally changing the business model. Cloud adoption typically involves engineering leaders working with finance and operations to evaluate return and trade-offs. Some businesses will be transformed or destroyed by AI, while others will mainly benefit through efficiency gains.
"There are businesses that will be completely transformed - or destroyed - by AI. I recently had a customer service interaction with DoorDash that seemed AI-driven. It was fast, accurate, and better than what"
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