The AI Value Gap: where AI actually changes growth economics

AI has made GTM activity cheap. It has not, for most organisations, made growth cheaper. The difference between those two sentences is the AI value gap.

Acceleration is not economics

Producing five times the content, sequences or variants changes unit cost of production. It changes growth economics only if production was the binding constraint. In most GTM systems it was not — the constraint was the transfer point where a signal failed to reach an owner.

Where the economics do change

Three places, consistently: resolving identity across systems, converting product behaviour into a routed action, and maintaining definitions as the business changes. All three are handoff work. None of them are content problems.

The test

For any AI initiative, name the person whose next action changes. If that name does not exist, you have bought speed inside a leak.