Current industries to be disrupted
Consultation and administrative services: gestorias, despachos de abogados, investment funds, banks, loaners, business counsultancies, tech consultancies
Paperwork and manual undefined processes are becoming an automation commodity. Where you needed 1 employee to process stuff, you can have a 18€ Claude licence doing 3x. Where you needed a team of 3 doing due diligences by reading tons of docs, you can have just one person powered by ai, working on a higher level and letting the ai doing the junior analyst first sceening work. In the time it used to take you to read and answer questions from 3 clients, you can now prepare 30 drafts. Technological developments that took you months, can be developped now in days.
Software: horizontal Saas, SMB products, automation and workflow tools
SMBs had no way to improve their processes by applying tech rather than buying software from a SMB-focused solution. But now they can just explain what they need to Claude, and get a ad-hoc app, or an agent oing their bureucratic work in minutes. Fully custom for their use case. SMBs can now leverage all their domain knowledge to get custom-made tools that perfeclty fit their needs and adapt to “how they like to do stuff”.
Trazadas y explicadas por personas: la razón es lo que las hace valiosas.
«Many of the businesses to be disrupted need a reset. The zero to one approach PT proposes is key to enable that disruption»
Peter Thiel. Going from zero to one VídeoPablo Martino NalesHealth services
Basic medical attendance will become free thanks to AI agents. This lowers the entry level for insurance services. Why should I pay so much if 80% of my consultations will not require a doctor or a clinic?
Car industries
European car brands are prioritizing high-margin models, which make them day over day more expensive. While china’s are betting for cheaper, lower priced, full equiped models; taking slowly (or not so slowly) the market cap. Why are chinas able to offer such good prices for such products? Are they fully subsidized? Is the quality horrible even dangerous? Do we still need EU quality or market dont care about it?