The Container Paradox: Why AI Profits Will Flow to the Unexpected

AI will create value the way the shipping container did—by commoditizing the core “box” and rewarding the businesses that build the systems around it. The winners won’t be those who own the best models, but those who design compounding feedback loops, leverage trusted relationships, and codify judgment into living processes. Stop treating historical data as a moat; start turning daily interactions into proprietary insight. In an era of synthetic everything, trust becomes the distribution channel and experience the differentiator. The question isn’t “Do you have the model?” It’s “Have you built the assets around it that competitors can’t copy?”