AI may be enabling a wave of innovation with thousands of little specialized software providers based on infrastructure someone else paid for, many of which may never scale to billion-dollar size but still capture significant value.

forecastpending

Speaker

Bogumil Baranowski

Evidence Quote

are we going to see this wave of innovation that will be very different in the sense that it will be thousands of little software providers based on the infrastructure that somebody else paid for.

Source

The $1 Trillion Supercycle Hidden in Plain Sight | Joseph ShaposhnikExcess Returns
Created: 8/12/2026, 6:14:37 PM

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