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<\/figure>\n\n\n\nNVIDIA: slogged along forever, then AI boom hits and they can’t take orders fast enough.<\/p>\n\n\n\n
Google, Microsoft, Amazon, Facebook, Apple: product so good customers self-discover.<\/p>\n\n\n\n
But you know who doesn’t self-discover?<\/p>\n\n\n\n
Retailers.<\/strong><\/p>\n\n\n\n Sure, in their personal lives they’ll spend 120 hours a week on social media, buy things they can’t afford on Amazon, and can’t wait to show off their new Cybertruck (that will be repo’d by their bank in a few days).<\/p>\n\n\n\n But asking them to improve their business?<\/p>\n\n\n\n LOLz.<\/p>\n\n\n\n Every vendor should pay the retailer for the privilege, amiright?<\/p>\n\n\n\n Which is why we want to be unequivocal in what we say next.<\/p>\n\n\n\n These people just don’t care.<\/p>\n\n\n\n Yes, nobody is doubting that retailers have a million problems.<\/p>\n\n\n\n Yes, nobody is doubting that your product solves their problems.<\/p>\n\n\n\n Yes, nobody is doubting that your ROI is probably a trillion percent.<\/p>\n\n\n\n What everyone with a checkbook is<\/em> doubting is that retailers care enough to solve their problems.<\/p>\n\n\n\n Which means investing in AI to help retailers is a waste of your life.<\/p>\n\n\n\n Acknowledge this is totally meta, but we asked AI to find us the fastest growing vertical AI applications. Solutions like OpenAI, Anthropic, xAI are horizontal layers (though they will likely verticalize in due time).<\/p>\n\n\n\n Now check this out.<\/p>\n\n\n\n Let’s looks at the largest US industries by GDP contribution.<\/p>\n\n\n\n It’s not like Retail is a small industry.<\/p>\n\n\n\nFounders: do not spend any time trying to help retailers with AI.<\/h4>\n\n\n\n
1. Anysphere (Creator of Cursor)<\/h3>\n\n\n\n
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2. Harvey<\/h3>\n\n\n\n
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3. Abridge<\/h3>\n\n\n\n
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4. Cognition AI<\/h3>\n\n\n\n
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5. Glean<\/h3>\n\n\n\n
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6. Togal.ai<\/h3>\n\n\n\n
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7. Mercor<\/h3>\n\n\n\n
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Rank<\/strong><\/td> Industry<\/strong><\/td> % of U.S. GDP<\/strong><\/td> Value Added (Est.)<\/strong><\/td><\/tr><\/thead> 1<\/strong><\/td> Finance, Insurance, Real Estate & Leasing<\/strong><\/td> 21.7%<\/strong><\/td> $6.4 Trillion<\/strong><\/td><\/tr> 2<\/strong><\/td> Professional & Business Services<\/strong><\/td> 13.1%<\/strong><\/td> $3.8 Trillion<\/strong><\/td><\/tr> 3<\/strong><\/td> Government (Federal, State & Local)<\/strong><\/td> 11.3%<\/strong><\/td> $3.3 Trillion<\/strong><\/td><\/tr> 4<\/strong><\/td> Manufacturing<\/strong><\/td> 9.4%<\/strong><\/td> $2.8 Trillion<\/strong><\/td><\/tr> 5<\/strong><\/td> Healthcare & Social Assistance<\/strong><\/td> 7.7%<\/strong><\/td> $2.3 Trillion<\/strong><\/td><\/tr> 6<\/strong><\/td> Retail Trade<\/strong><\/td> 6.3%<\/strong><\/td> $1.8 Trillion<\/strong><\/td><\/tr> 7<\/strong><\/td> Wholesale Trade<\/strong><\/td> 6.2%<\/strong><\/td> $1.8 Trillion<\/strong><\/td><\/tr> 8<\/strong><\/td> Information<\/strong><\/td> 5.5%<\/strong><\/td> $1.6 Trillion<\/strong><\/td><\/tr> 9<\/strong><\/td> Construction<\/strong><\/td> 4.4%<\/strong><\/td> $1.3 Trillion<\/strong><\/td><\/tr> 10<\/strong><\/td> Arts, Entertainment, Accommodation & Food Services<\/strong><\/td> 4.3%<\/strong><\/td> $1.2 Trillion<\/strong><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n