Wrapping vs. Extracting
Most AI products are wrappers — a thin layer over a general model, restating what it already knows. That era is ending. The ones that last extract: they compute the answer no one ever wrote down, and that is the only layer that survives the model getting smarter.
Usage Is the Vanity Metric of the Intelligence Era
A tool earns product-market fit when people come back. Something sold as intelligence has to clear a harder bar — a changed decision — and most teams are still measuring the easy one.
The Question Is the Scarce Asset Now
AI collapsed the cost of the answer. The bottleneck didn't disappear — it moved to the question, the half of the workflow almost no analytics tool was built to serve.
Reporting vs. Intelligence
Most products already have analytics. Almost none can be interrogated. The market split everyone gets wrong — and why the next analytics cycle won't be won on better-looking dashboards.
Curiosity Compounds
Why conversation is the only interface that aligns how a product grows with why users stay. When inquiry is the primitive, curiosity becomes the usage metric — and curiosity compounds.