The investment returns, for a large percentge of scenerios, are higher for digital. After all, it takes 33 years to produce a single human PhD! Digital intelligence, generally speaking, simply produces higher ROI than investing in humans in our current economic system, and the delta is getting larger daily.

With Generative AI’s budding reasoning capabilities, a new class of agentic applications is starting to emerge.

What shape do these application layer companies take? Interestingly, these companies look different than their cloud predecessors:

• Cloud companies targeted the software profit pool. AI companies target the services profit pool.


• Cloud compa

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