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THE AI VALUE PARADOX
AI can make your company more profitable — and potentially less valuable. That sounds contradictory. It isn't. Consider what happens when AI works exactly as promised. A company automates 40% of its workflows. Margins improve. Products launch faster. Customer service gets cheaper. Management becomes more efficient. EBITDA goes up. That's the part everyone sees. But something else is happening. The capabilities that once made the company special are becoming available to everyone else. Your competitors can access the same models, the same coding intelligence, the same research capabilities, the same automation platforms and many of the same productivity gains. That creates the AI Value Paradox: OPERATING VALUE ↑ DIFFERENTIATION VALUE ↓ And suddenly, the investment question changes. It is no longer: “How much AI does this company use?” It becomes: WHAT DOES THIS COMPANY OWN THAT AI CANNOT DEMOCRATIZE? Maybe it's proprietary data. Maybe it's distribution, customer relationships, regulatory position, network effects, physical infrastructure or brand. Maybe it's a unique workflow that competitors can't easily reproduce. Or maybe it's the architecture that allows the company to move…