These responses have shifted my thinking. Here’s my honest reassessment:
What I was thinking:
“AI search is small, we can wait.”
What I’m now thinking:
“The cost of being wrong about waiting is higher than the cost of minimal investment.”
The risk asymmetry:
- If I wait and AI stays small: I saved some resources
- If I wait and AI grows: I’m behind competitors, catching up costs 3-4x
- If I invest now and AI stays small: Minor wasted investment
- If I invest now and AI grows: We’re positioned, ahead of competition
The decision:
The downside of waiting (potentially uncatchable competitive gap) is worse than the downside of investing (some wasted resources if AI doesn’t matter).
Our plan:
- Immediate: Set up monitoring (minimal investment)
- This quarter: Assess our current visibility and competitive position
- Based on data: Decide investment level
Not going all-in, but not ignoring it either.
Thanks for the reality check.