Yeah, those that only sell AI will not be the trillion dollar winner. Instead it will be like Google search, or Amazon web-driven sales and product distribution. These are core services that did not exist before the internet, and they companies now own a new product category that was created by the revolution of the internet.

In this new revolution there will be companies that own this newest way to interact w/ the computer.. and this newest way is transformatively better than before, so it will be trillion dollar in size.

all the arcane crap that one must deal with to use computers will go away, and will be replaced with intelligent interfaces. We are not there yet, but the outlines are clearly visible in the latest LLMs.