2026-03-18 19:06:55

according to estimates there are only a few million claude code users. just .03% of the population.

that means there are more licensed realtors than claude code users. more mcdonalds employees than OpenAI codex MAUs.
There are more Ferraris than OpenClaw agents!
contrary to what most people think, it's actually probably the BEST time to build AI businesses right now
previously we were in a dark cave of AI, we didn't even understand what was valuable, where in the stack we could solve problems, how this whole thing would shake out.
VC returns back me up - AI investing is insanely difficult, the ChatGPT wrappers have gone to zero, the way the market has played out actually left the first adopters off sides
now we're starting to understand exactly the magnitude of this thing, where AI can integrate and transform, where it cant. first movers were, in most cases, disadvantaged
if you're reading this you are early and that's actually good

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.

2 Likes