expectedwrong hindsight

Act Now, While Supplies Last

There is a brief window where you are the only one with the power. The infomercial is not beneath you. The infomercial is the play.

3 min read 533 words #ai #b2b #go-to-market #strategy #enterprise
hindsight — half right

the barrier to entry dropped but didn't hit zero. enterprise AI consulting is still massive — deloitte, accenture, mckinsey all grew their AI practices. the window closed slower than predicted. twelve months was too aggressive.

The window is the product.

Not the AI. Not the capabilities. Not the transcription pipeline or the semantic embeddings or whatever VASA-1 does that the other guys can't yet — those are the worm on the hook, and the hook only works while the fish haven't been fed by someone else.

Deloitte just announced a partnership with Yotta Data Services to build GenAI applications for enterprise clients. This is not a warning shot. This is the shot. AI as a Service is here, it is here right now, in April of 2024, and every month that passes, the barrier to entry for doing this yourself drops toward zero. The internal effort cost that currently stands between a company and running their own models — the thing that makes them willing to pay someone else — goes to zero in twelve months. Maybe less.

So you have twelve months. Maybe less.

The argument, as I understand it, goes like this: if you give away the capabilities for free and hope goodwill converts to a contract, you get nothing. If you charge $60k for access to something nobody else can offer yet, that's a window play but it's not a business. What you actually need is the contract — the operating relationship — because the real value you deliver only materializes once you're actually inside, once you're embedded, once you're the guiding light conduit between the client and whatever the AI landscape becomes in two years.

The contract is the product.

Everything else — the transcription, the embeddings, the three-for-the-price-of-one, the shamwow — is just the mechanism for getting someone to sign before they realize they could do it themselves, or before Deloitte shows up at their door with a slide deck and an NDR.

This is an infomercial. Not metaphorically. Structurally. "Sign today and we'll throw in free audio transcription of your entire archive — this offer won't last." The urgency is real. The scarcity is real. It's not a trick. It's just true.

The hesitation, I think, is aesthetic. The infomercial feels beneath the gravity of what's actually being offered. Enterprise software people do not want to be the people who say "but wait, there's more." They want to be the people who explain the nuanced technical differentiation over a three-hour discovery call with a procurement committee that will take another six weeks to involve legal.

Those people are going to lose.

The fish are in the water right now. The window is open. The hook needs a fat worm and it needs it immediately, not after legal reviews the free tier terms, not after the capabilities deck gets another revision — now, while you are genuinely the only one who can offer this.

The $60k play at least understands the urgency. The "negotiate forever with folks who have no concept of what we can do" play does not.

You are the Yotta without the GPUs. Gerent is the Deloitte. That is a precise and somewhat brutal assessment of the position, and it clarifies exactly one thing: what you offer, you can only deliver inside a contract. So get the contract.

The first ten callers get a shamwow. I'm not being ironic. Call.