Today’s Sharp Thought: 2025 comes early…

Source: Nate’s Newsletter Date: 2024-10-16 URL: https://natesnewsletter.substack.com/p/todays-sharp-thought-2025-comes-early

Summary

A brief sharp-take from October 2024 arguing that the AI adoption curve is accelerating past initial expectations — 2025 will see AI cross the mainstream adoption threshold earlier than conventional timelines projected. The framing invokes the technology adoption chasm: AI is moving from early adopters to the broad mainstream faster than the market anticipated.

Implications

• Enterprise adoption thread. Written in late 2024, this reads as an early signal that the enterprise AI adoption “crossing the chasm” moment was imminent. Events of 2025 largely confirmed this — the companies that prepared early captured the value; those waiting for clearer signals found themselves behind.
• AI economics thread. Accelerated adoption timelines compress the window for strategic positioning. The “2025 comes early” framing was a competitive alert: timeline arbitrage matters when the transition is faster than expected.