The article argues that AI is about to reshape the tech industry in the same way Amazon reshaped retail by shifting value away from traditional players and toward those who master new efficiencies. As AI tools become cheaper, faster, and more capable, many software companies may lose their competitive edge because tasks that once required large teams can be handled by smaller groups or even single individuals using powerful models. This shift could compress profit margins, weaken long standing business models, and make it harder for mid sized companies to survive. At the same time, new opportunities will open for those who adapt quickly and build products that leverage AI rather than compete with it. The piece suggests that the winners will be the organizations that rethink their operations from the ground up instead of trying to bolt AI onto outdated structures.
