IT'S STILL 1995

Summary from the TLDR Marketing newsletter

AI adoption is still in its earliest stage, comparable to the internet in 1995, meaning there is a significant opportunity for new companies to emerge. Despite the current surge in AI products, the industry is likely only in the first inning of a decades-long cycle, with 2025-2027 expected to produce many billion-dollar companies at the application layer. Historical examples show that technology adoption takes much longer than expected: e-commerce is still only 20% of retail, 40% of companies are not fully cloud-based, and EVs make up just 10% of new US car sales. Long-term value creation and durable moats will matter more than rapid, unsustainable growth as AI continues to mature.