AI isn't a value-add for software; software is a value-add for AI

When a company hits a ceiling on its core business, it often tries to grow demand. The Michelin Guide wasn&rsquo;t about restaurants; it was about miles driven. Facebook&rsquo;s internet.org wasn&rsquo;t about altruism; it unlocked expansion by growing the size of the entire internet. The ceiling on the business was the medium, so they expanded it. AI companies face the same structural problem:…