The most durable technology companies understand they’re selling customer experience, not software.
The AI-first companies that make it through this speculative moment will internalize that and operationalize it.
Technology changes. Market cycles change. The fundamentals don’t:
Deliver real value
With minimal friction
As fast as possible
Everything else is noise.
As Bezos said: over the long arc, customer returns and shareholder returns converge.
That’s the game. Executed or not.
