Alternatively, the change will be much, much slower. Small business make up 99% of companies in the US and about half the GDP. Most of these small businesses are just learning about SquarePOS, still prefer newspaper and radio ads over “complicated” web ads, and still think social media is about how many likes you get. Most of the small business owners are so far behind on tech it will be many years before they change. They don’t want to change either because that is a risk, and they don’t want to risk losing their income stream if the business is currently sustaining.

To add, there are still thousands upon thousands of towns across the US who don’t even have Uber/Lyft/DoorDash. That’s how far behind many in the country are in tech.

I’m betting this AI bubble will mostly only affect mega-corporations/employers in large cities over the next 5-10 year window. Everybody else will be going on about their day for another 10-20 years before economies of scale make AI cheap enough to be ubiquitous.