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  "text": "Jeff Bezos just told you exactly how to price AI.\n\nNobody listened.\n\nBezos: “AI is real and it is going to change every industry. In fact it’s a very unusual technology in that regard in that it’s a horizontal enabling layer.”\n\nHorizontal enabling layer.\n\nThree words that reprice the entire technology sector.\n\nThe iPhone was a vertical. One product. One new market.\n\nElectricity was a horizontal. One substrate that rewired every market on Earth.\n\nWall Street is pricing AI like it is the next iPhone. Bezos is telling you it is the next electrical grid.\n\nRight now, thousands of companies are trying to sell AI as a product.\n\nA feature. A tool. A subscription tier.\n\nEvery single one of them will be priced to zero.\n\nYou do not sell a horizontal layer. You do not compete with it. You build on top of it or you disappear beneath it.\n\nFor a century, entire industries survived on one thing. Complexity.\n\nThe friction of navigating law, medicine, logistics, finance. That was the moat. If you could not memorize the maze, you could not compete.\n\nA horizontal layer does not navigate the maze. It dissolves the walls.\n\nElectricity did not compete with the candle industry. It erased the need for one.\n\nThe most dangerous part of a horizontal shift is how quiet it is. It moves underneath the economy. The surface looks normal. Revenue still holds.\n\nEvery day you operate on the old substrate, you accumulate a debt you cannot see and cannot repay.\n\nThe internet repriced distribution. AI is repricing cognition itself.\n\nWhen intelligence becomes a utility that runs through the walls of every company on Earth, the premium on human expertise does not erode. It evaporates.\n\nThis is not a disruption. Disruptions replace products.\n\nThis replaces the ground you are standing on.",
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