David Okafor

Every major technology destroys some economic advantage and creates another.

I'm much more interested in what becomes disproportionately valuable.

If everyone suddenly has access to extraordinary analytical and creative capability, then access to intelligence stops differentiating companies.

Taste might. Distribution might. Reputation might. Relationships certainly might.

AI won't eliminate competitive advantage. It'll move it.

Every transformative company begins as something the available data cannot fully justify.

Large portions of financial analysis, market research and diligence are structured intelligence problems. Machines will become exceptional at them.

Consensus becomes free. Believing something before the market does becomes the entire edge.

When producing convincing information becomes essentially free, knowing who you trust becomes extraordinarily valuable.