How to think about strategy in the AI era

Ever stop to think why you open ChatGPT instead of using the AI in Google Docs? It’s a sign: AI opening new doors, but also creating fewer winners.

And it could have big implications for your strategy.

What we know:
• 67% of people never use the AI features embedded in Google products. (Peter Yang survey)
• ChatGPT dominates: 45 minutes and 20 sessions per week (Andreessen Horowitz)
• Meanwhile, Zuck is saying, “Forget about creative ads. Just give us your credit card, and we’ll handle the rest.”

Put these together, and a pattern emerges: AI-native companies are eating everyone’s lunch.

Why? They got there first, delivered a mind-blowing experience, and now we’re hooked. You might have the whole Google Suite, but you’ll still open ChatGPT when you need to polish a sentence.

So what’s left for the big players? Maybe their only move is to automate everything, like AWS did for hosting. Drive 10x productivity and ROI, all at the swipe of a card.

Will this lead to a boring, one-size-fits-all world? Probably.
Will creative brands still stand out? Absolutely.
Will small companies keep feeding this cycle? Most likely.

👉🏻 We’re not just in an AI race, we’re in a strategy race. And I believe only the one who will decide boldly and move intentionally will win.

I’ve mapped out the numbers and strategy shifts in the carousel below.
Where do you think we’re heading?