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Intelligence Arbitrage

sdan.io · 902 words · saved by 8 readers

$25T Services Market

Every decade or so, a new playbook emerges that fundamentally reshapes how we think about scaling businesses. In the 2000s, Apple and Nvidia showed us how to separate IP from manufacturing. In the 2010s, Salesforce taught us how to turn software into a utility with the cloud. Now, in 2024, we're watching perhaps the biggest transformation yet: the separation of intelligence from service delivery in the $25 trillion services sector. But this time, the playbook isn't coming from Silicon Valley - it's being written by a new breed of investors who understand that AI isn't just about automation, it

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