One of the most interesting things about AI is that it rarely destroys industries the way people expect. Instead, it changes where value gets created.

We've seen this happen repeatedly. The internet didn't eliminate media. It changed who controlled distribution. Cloud computing didn't eliminate software companies. It changed how software was delivered. E-commerce didn't eliminate retail. It changed where customers discovered and purchased products.

AI may be doing something similar to consulting.

For decades, consulting firms built enormous businesses around a simple reality: expertise was difficult to access. Research took time, analysis required specialized talent, and turning information into strategic recommendations often meant assembling teams of analysts, industry experts, and advisors.

That scarcity created value.

If a company wanted to understand a new market, benchmark competitors, redesign operations, or evaluate a major strategic decision, it often turned to consultants because building that capability internally was expensive and slow.

The thing is, many of the activities that sit underneath consulting are becoming dramatically cheaper. The quality is not always perfect. But it is improving quickly. And more importantly, it is becoming accessible to everyone. That raises a question I think more founders, operators, and investors should be paying attention to:

What happens when the first draft of expertise becomes nearly free? Because that is not just a consulting question. It is a business model question.

History suggests this is usually what happens when technology makes something abundant. Value does not vanish. It moves.

When information became abundant, search became valuable. When software became easier to build, distribution became more valuable. And now, as expertise becomes easier to generate, value may shift away from one-off consulting deliverables and toward software that continuously produces insights, recommendations, and decisions.

That shift matters far beyond consulting firms.

It matters for founders building AI products, operators making strategic decisions, investors watching new software categories emerge, and every industry where expertise has traditionally been delivered as a service.

In today’s edition, we’ll explore:

Let’s explore.

— Naseema Perveen

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