The short version

Ben Thompson predicted on January 28, 2025: “One of the most paradoxical aspects of AI is that while it is hailed as the route to abundance, the most important financial outcomes have been about scarcity. … Meanwhile the most obvious commercial opportunity remains large tech companies that already have scaled cloud and ad businesses, business models that are uniquely compelling…

Prediction by

Ben Thompson

On January 28, 2025

“One of the most paradoxical aspects of AI is that while it is hailed as the route to abundance, the most important financial outcomes have been about scarcity. … Meanwhile the most obvious commercial opportunity remains large tech companies that already have scaled cloud and ad businesses, business models that are uniquely compelling in the short and medium term.”

Follow-up

Financial gains have accrued to cloud and AI infrastructure providers and large platforms with integrated ad/cloud businesses, consistent with the prediction.

From the High Caliber AI network — see the AI for PR module in the course.