But we're a tiny baby startup, so things like "spin up a new product with 1 engineer and get to $1m in revenue on it" or "reduce our IaaS bill by 300k/yr" is a meaningful contribution for us.
We're also building new AI-enabled software that was not possible before.
The big breakout hits have been AI Infra, but that makes sense from a technological perspective, Cisco made a lot of money well before Google did, but Cisco is not where the money concentrated in the end.
We don't really know what the equivalent of Google as an application business will be in the AI era, but there's a pretty big chance it's not actual Google. But Google still has to do it's best to hold on.
Does not apply to everything though. E.G: I don’t care about AI support for my non work chats/email, since I’d rather not give it access.