By 2027 AI is going to consume roughly 90% of software as we know it. Why? Because most software is just a convenience tax we pay to avoid hiring developers. When generative AI can build your own solution, delivering 80% of the result for 20% of the input, the old way dies
Example: You don't buy a CRM tool to help you manage clients (SaaS). You buy an AI agent that actually manages the clients for you. The "tool" disappears, and only the "labor" remains.
That is an uncomfortable reality to face. A lot of roles that people secretly call bullshit jobs will just disappear entirely. Even real substantial career paths are going to be affected drastically.
The scary part about this transition is that this is not going to be a shared market where everyone gets a participation trophy. The best model is going to eat the other models. The ultimate winner will hold what is effectively a monopoly on synthetic intelligence.
This means we are standing in front of a massive new wave of opportunities. But it also means that if you are not updating your game plan right now you are already losing.
I have spent the last year intensely testing every major model available on all my business operations. My bet is firmly on Google Gemini to win this race by 2027.
Here is why I am placing my bets on Google Gemini
1. The DeepMind Head Start
First you have to look at history. Google acquired DeepMind years ago. They were the first major company to start pouring resources into this long before it was cool or profitable. That head start built institutional knowledge that is hard to replicate. While others are catching up on the hype Google has been building the foundation for a decade.
2. Infrastructure Advantage
History is interesting but the deciding factor is going to be infrastructure. Building the smartest model is great but running it is unimaginably expensive. The winner of this race will not just have the highest IQ. It will be the company that makes intelligence cost efficient enough to be a viable business at global scale.
Google has an unfair advantage here:
- They own the massive data centers.
- They have a huge base of active users.
- They operate one of the largest software ecosystems globally.
This infrastructure advantage is going to make it impossible for competitors who are just renting server space to keep up with the costs.
3. The Smart Money Knows
I am not alone in seeing this shift. Alphabet stock outperformed all magnificent 7 stocks inlcuding Nvidia in the last 12 months. If you look at prediction markets like Polymarket the real money is starting to confirm this view. The sentiment is moving away from the flashy early movers and toward the giant that has the resources to actually finish the marathon.
Your Turn
Now I want to hear from you. This is obviously a massive prediction in a fast moving field. Tell me via email what you think. I'm genuently interested in your perspective. You can also save this page in your bookmarks and come back in a year to tell me I was wrong. Good luck brother!
