The author argues that as AI models become commoditized utilities, competitive advantage won't come from raw model access but from companies that embed intelligence into domain-specific workflows, accumulate proprietary data, and guide customers through transformation. The real opportunity lies in the gap between AI capability and institutional adoption—a window that's closing fast.

• Raw model capability isn't the bottleneck; the bottleneck is integrating AI into complex real-world systems with messy incentives, legacy infrastructure, and human coordination needs that general models can't solve alone.
• Companies that build multiplayer networks, accumulate workflow-specific data, and let customers control their own transformation will create defensible positions that individual model improvements can't disrupt.
• The companies that survive will move upmarket by climbing abstraction layers—from enabling individual workers to managing teams of agents to serving C-suite decision-making—before their current layer gets commoditized.