
March 8, 2026
The Next $1 Trillion Company Won't Sell Software
AI is shifting the market from software tools that help humans work to systems that deliver the completed outcome itself.


AI is shifting the market from software tools that help humans work to systems that deliver the completed outcome itself.

Code models are powerful at execution, but product context is what turns technically correct output into work that actually matters.

The AI bubble may be missing the most important layer of all: world data, spatial intelligence, and the lived complexity of real human environments.
If one of these ideas connects with something your team is trying to build, let’s talk through the workflow and make it concrete.