Legacy companies are thinking at the wrong scale. Whatever gains expected from digital transformation will be blown to shreds by AI Exponentials at a logarithmic scale not seen since the advent of the internet. While at first this may sound like more AI hyperbole, the early indications for organizations who begin their journey as AI Natives by design show a tremendous advantage versus the AI Enabled who have to reduce their legacy technology, cultural, and financial debt.
In three years, Constellation expects the first $1 billion services company to be staffed by 1000 FTEs. A 100 person software company will take out a $100 billion ARR company in the next three years. The first single person $1B ARR company will arrive within five years. Companies that are driving millions of ARR with few employees dominate the new landscape. With AI intelligence doubling every 7 months, the pace of innovation has never been faster. Let's learn from the AI Exponentials and understand how they are ruling the world.
