Mark Cuban says AI will split every company into 2 categories within 3 years "When it's all said and done over the next 3 years, there's going to be two types of companies. Those who are great at AI and those who went out of business" "The biggest challenge... for a company is going to be for the CEO to make that decision that we're going to have to blow up a lot of what we do to recreate our company" "We hear a lot of stories about huge public companies that spend a lot of money to try to implement AI and it doesn't really get them a return on investment." "Because you already are running your business the way you've always run it." "The things you've considered outsourcing, your customer call centers, AI agents are perfect for. The stuff you would give to an intern, AI agents are perfect for" "But to really take advantage of AI you have to reformulate your business completely to build it on AI"show more

Think about what he's saying. According to him: AI is inevitable. Businesses and their success are going to be decided who adopted and who doesn't Current ROI isn't happening because businesses haven't pivoted hard enough around AI and must rethink No Mark. If AI can't fit in with most business models maybe it's not ready yet. Or maybe it will never be ready. How about you guys overextended in the investment stage and now your earnings reports around the corner and there are going to be a lot of unnecessary losses because of the bad marketing around AI. The smarter businesses that survive will know to use AI judiciously and won't break what's already working because of a trend.

3 years from now, most large businesses will continue to exist just fine.

Mark Cuban didn’t know what AI was prior to 2023

Of course the piece-of-shit billionaires want AI to be widely adopted. Not only have they invested in it, but they know it will lead to a world where the people they abuse for profit no longer outnumber them and are instead outnumbered by their fucking robots.

Most of us watching this happen see AI being imposed in the same brute way as CV19, warming and woke. We're farm animals, and our phase-out is scheduled.

Sales pitch.

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AI will be used as a cost savings tool moreso than a revenue generating tool; especially in areas like call centers. ROI comes in the form of not having to pay and carry benefits for warm bodies.

ft. @Kantrowitz @mcuban

I agree with the split, but I'd push back on the timeline. Three years is generous. I think the divide is already happening. The founders I see adapting fastest are using AI to compress decision cycles, not just automate tasks. That's where the real competitive gap opens.

Sure, giving the work that interns do to AI agents is a near-term solution. However, what’s the long-term solution? Senior people will retire…

AMERICANS KNOW WHAT AI IS ALL ABOUT!! AMERICANS ARE MUCH SMARTER THAN THESE GREEDY BILLIONAIRES THINK! MANY GENIUSES ARE HERE IN AMERICA THAT HAVE NOT BEEN DISCOVERED OR WANT TO BE!

@MasculineEgo_ Dumbass perspective. There are many companies that don’t need Ai to thrive. I guarantee his prediction will not come true.

yep!

It wont be that binary. Not true at all. Ai implementation in SMBs is overrated. It'll take longer. And there will be more layers

Most companies are trying to add AI to old systems. The real winners will rebuild their workflows from the ground up around AI. Huge difference.

You are correct mark, but as usual you flatlanders thinking is incomplete, a third new structure will emerge. The carbon- silicon organization. Elon is now laying the foundation if you will in his robotic neural link research. I don’t even know if he is even conscious of this.

I don't believe this prediction. It will affect many, but not all companies.

this is just bull shit. if your company is currently profitable without AI, why would you blow up your workflow and process just to implement AI?

Gonna split people into two groups as well. I’ll happily remain in the non-AI group.

Mark Cuban is speaking like someone who really doesn't understand technology and it shows. Here's some friendly advice from an engineer. There are people who actually know what they're doing and what they're talking about. These people have actually touched systems up close. They have deep knowledge on the strengths, limits, failure modes, and overall capabilities. All of the people in this domain say that AI is still quite a long ways from doing the real heavy lifting. This is in any given domain. And then there's people who have never done anything technical very deeply. These people, when they speak about tech, unless they're specifically mentioning anyone in the former category (practically never). Have no clue what they're actually talking about except they're clearly definitely trying to sell something when the speak like this. And they know the sell points, and they know how to hit them in a way that, to other non technical people sounds astounding. But to people like us? We roll our eyes. People like Mark Cuban, most of the CEOs from the tech companies, and many members of the managerial class are non technical people, with notable exceptions. So when they make these kinds of sweeping claims, it's the blind leading the blind.

While AI is shaping the future, surprisingly few people are talking about the serious risks it carries. Everyone is racing to chase the AI dream, but what about the potential downsides?

This feels directionally right. AI advantage is more structural than just tooling.

Most companies are trying to “add AI” without changing how they operate. That’s why the ROI feels fake.

I agree, and the irony is that companies with the most resources to invest in AI are the least equipped to change how they operate. Smaller companies can move and adapt faster since they don't have so many legacy systems and layers of approval to get through.

“Use AI” is the easy part. The hard part is becoming AI-native while the old business is still running. That’s the Inversion Risk: incumbents trying to change shape fast enough without breaking. I wrote about this exact shift here:

use it to do old work faster & you'll get small wins. change the whole flow around it & you'll have a new business

this binary will age well. theres no middle anymore, only ai-native or extinct

Die eigentliche Knappheit könnte bald nicht mehr AI sein — sondern Compute.

Cust service people....fuck off. Interns...fuck off . Hmm. We ran out of people to replace. Middle mgmnt...fuck off. C suite....fuck off. Just a CEO and ai bots.

The BEST outcome for the manic AI rush is it proves to be an irrational bubble that inevitably crashes.

The self-serving proclamations of a bloviating billionaire should not be mistaken for pearls of business wisdom.

Spot on that AI agents right now are pretty good interns, and used like such in many companies. Key is to find better ways to train these AI interns, sometimes that may involve restructuring of labor division.

Nope. Not the right split in my opinion. It will split between the growing wealth divide. Poor people will need to interface with AI for their products and services, because it’s all they will be able to afford. Rich people will take advantage of those same AI models for commodity purchases and services. But the rich will also pay high dollar for human-based services. Country clubs, high end spa services, fine dining, concierge medicine will all do just fine under their current model. We are quickly moving to a two-class caste system.

Trying to make fetch happen, 500 billion dollars and counting.