01 — The Perception Bubble
3.5M voices define how 8B people think about AI
The people who write about AI, build AI products, and set the AI agenda are overwhelmingly from the 0.04%. Their experience — that AI is transforming everything, that models are accelerating weekly — is a local truth projected as a universal one. The majority is not behind. They were never in the race.
~0.04%
Generate near-total AI discourse
02 — The Empty Majority
7 billion non-users are not laggards. They are the market.
The 7B who have never used AI are not failing to adopt. They are the actual greenfield — underserved by products built for developers, priced for dollar economies, and requiring infrastructure that doesn't exist where they are. The biggest AI opportunity is not the next model. It is first contact.
7B
People — zero AI interaction, ever
03 — The Local Switch
The paying customers will be the first to leave frontier models
The 20M paying $20+/month are price-elastic power users — the same people who self-host, who run Ollama locally, who care about latency and data privacy. When capable local models match frontier quality on their workloads, they defect first. The most loyal frontier customers are actually the most at risk of churn.
~20M
Highest churn risk when local parity hits