AI: More Like Excel Than Facebook? Bullish on Enterprise, Bearish on Consumer
holdenmatt · x · 2026-08-19
The author argues that the current wave of AI might be more like Excel (a work tool) than Facebook (a consumer platform).
Key Points:
- Consumer reluctance to pay for software: Consumers pay for physical goods (iPhones, Uber), entertainment (Netflix, games), or gambling, but rarely for personal SaaS.
- Enterprise potential: Businesses already pay heavily for software and would pay more for outcomes, knowing how to measure ROI.
- Consumer sentiment: Many consumers find AI uncompelling or actively dislike it (e.g., wanting to ban data centers).
The author is bullish on AI agents for business/enterprise but bearish on consumer adoption.
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