THE AI VALUE GAP: WHERE DOES THE $7,000 PER SEAT GO?

Summary from the TLDR Founders newsletter

OpenAI claims that AI saves the average white-collar worker 54 minutes per day. Currently, vendors capture 10% to 15% of that value, leaving employers and employees with 85% to 90% value capture. This gap suggests that significant pricing power remains untapped. Bundling further complicates the picture - there appears to be a market for best-in-class vertical tools even when bundled alternatives exist.