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The Boring Businesses That Will Dominate the AI Era

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Tina He is a writer and investor at Pace Capital interested in systems of behaviors and beliefs enabled by new markets, networks, and technologies. She led developer tools at Base after being the cofounder and CEO of Station Labs, which Coinbase acquired in 2024. They’re not the companies with the best models—they’re the ones that own what AI has to flow through. January 12, 2026 Tina He is back at Every. The writer and investor—now at Pace Capital—explored what happens when AI agents become your primary users last spring. Now she’s going deeper: In a world where AI picks vendors based on ruthless logic, she identifies five kinds of businesses that become irreplaceable. These aren’t the companies with the best models or the slickest interfaces—they’re the ones that own the boring yet essential infrastructure AI must flow through but cannot replace. If you’re building for a future where your customer is an algorithm, this is your map.—Kate Lee Was this newsletter forwarded to you? Sign

The Boring Businesses That Will Dominate the AI Era *]:block [&>*]:mt-2 [&>*]:pt-2 mt-4" > Home Newsletter Columnists Columns Podcast Products Events Guides Consulting *]:block space-y-2"> Sign in *]:block space-y-2 py-2 my-2 border-y border-dashed border-homeborder" > Search About us Careers Advertise with us The team FAQ Help center Midjourney/Every illustration. By Tina He Thesis Tina He is a writer and investor at Pace Capital interested in systems of behaviors and beliefs enabled by new markets, networks, and technologies. She led developer tools at Base after being the cofounder and CEO

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