Charles HudsonFounder and Managing Partner, Precursor Ventures

Is AI the next trillion-dollar industry hiding in plain sight?

9 Jun 2025 · 0 min

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A short transcript excerpt from a YouTube conversation (Charles Hudson and another speaker) arguing that AI could create companies worth trillions of dollars but that the monetization/business model remains unclear. The speakers note a mismatch: AI products resemble consumer experiences but currently monetize more like SaaS.

Hundreds of billions of dollars to produce companies that are worth trillions of dollars in value. That's like a new order of magnitude step function for the industry. And we're doing it all without, I would say, high confidence that we figured out the business model and monetization piece.
Yeah, that's the key part. The key takeaway is the monetization piece has not been figured out. It looks like consumer, but monetizes like SaaS, like you say it all the time.