AI’s past and the future
Where acronyms in business come from, what they sold, who won, and what might come after “AI”
Acronyms are the currency of business storytelling. They compress complex technology into a neat package a salesperson can pitch in a single slide: CRM, ERP, BI, ML, AI. Each one marked a shift in what companies sold to their customers and how value was captured. I want to walk through that history briefly, honestly, with business examples and what “winning” looked like in each era and then make a practical, evidence-based prediction for what comes after AI. I’ll finish with concrete signs companies and entrepreneurs should watch if they want to be on the winning side next.
The pre-acronym age: data collectors and automation (before CRM/ERP took over)
Before the catchy three-letter packages, businesses bought automation and niche systems: financial ledgers, bespoke reporting scripts, and the earliest mainframe systems. The selling point was efficiency: replace paper, reduce human error, scale payroll or accounting.
Winners: large system integrators and early software firms that could deliver reliability and scale. Value to the customer was operational: fewer mistakes, faster month-end closes, predictable processes.
This era set the expectation that software replaces tedious human work an expectation every later acronym exploited and monetized.
CRM / ERP the era of process standardization and cross-company suites
Acronyms like ERP and CRM told customers what problem a vendor solved: enterprise resource planning for the core business, customer relationship management for sales and marketing. The message was simple: centralize and standardize.
Business sales example: SAP and Oracle sold ERP as a bet on process control; Siebel (then Oracle) sold CRM as the way to professionalize sales organizations. Projects were expensive, multi-year, and became investments in repeatability and governance. The commercial model was license + services. Success looked like longer, stickier contracts and high services revenue.
Winners: vendors who could sell a vision of stability and then deliver implementation expertise.
BI (Business Intelligence) data becomes a product
BI formalized the idea that data itself is valuable: dashboards, reports, and the ability to make decisions from consolidated datasets. The term was popularized in the late 1980s and 1990s as companies realized that aggregated data and fact-based dashboards could change executive decision making. BI vendors promised that data could be turned into actionable insight.
Business sales example: BusinessObjects, Cognos, MicroStrategy sold a reliable narrative centralize data, produce dashboards, enable managers to make informed choices. Customers were large enterprises whose decisions had big dollar consequences: pricing, inventory, and marketing allocation.
Success metric: adoption by management, ROI from better decisions, and a move to subscription models as vendors evolved. BI also laid the foundation for data warehouses and ETL pipelines the plumbing later eras would rely on.
ML (Machine Learning) predictions replace static dashboards
Machine learning shifted the promise from describing the past to predicting the future. ML isn’t a single product but a set of techniques that let systems learn patterns recommendations, fraud detection, demand forecasting. Its commercialization accelerated as larger datasets and compute made models useful in production. (Timeline of ML milestones is long from perceptrons to ImageNet and modern deep learning.)
Business sales example: Netflix used ML for recommendations (watch time → retention); Amazon used ML for recommendations and dynamic pricing; banks used ML for fraud detection. The product pitch became “we will increase revenue (or reduce losses) by X% using model-driven predictions.”
Success metric: measurable impact on key business metrics (conversion, churn, fraud rate) and repeatable MLops pipelines. Winning companies built both models and the integration into products and workflows the second part mattered as much as the model.
AI (Artificial Intelligence) foundation models, agents, and ubiquity
“AI” is a broader, more emotionally charged badge than ML. It promises not just predictions, but agency: systems that write, design, plan, and interact. The recent leap in capability comes from large foundation models and multimodal systems, and the market’s attention has become concentrated on a smaller set of platform players. OpenAI is the obvious poster child widely integrated and publicly visible and it’s now part of a small club of companies shaping how enterprises adopt AI. Others Anthropic, Google/DeepMind, Microsoft (as a partner and investor), Nvidia (as the infra champion) are also core to who wins in the AI era. Recent reporting and market movement underscore how concentrated and influential these players are.
Business sales example: AI is sold as both a strategic platform and as task automation. Microsoft + OpenAI integrations sell enterprise productivity gains; Anthropic partners with platforms and enterprise vendors to bring chat/agent capabilities into products; Nvidia sells the hardware that makes large models economically viable. Sales morph into partnerships (platform + integration) and usage-based monetization (API calls, seats for AI assistants, compute consumption).
Success metric: ecosystem adoption and sticky integrations. The winners aren’t just model makers they are the platforms that make models reliably usable within enterprise apps, the cloud vendors that provide infra, and the companies that embed AI into workflows to measurably lower costs or multiply revenue.
What’s next? Predicting the post-AI acronym
Acronyms rise from what businesses need to sell next. Right now, AI sells capability; tomorrow, the market will demand something different: not raw capability but safe, contextual, composable, and human-centric value. Based on where the money, engineering effort, and regulatory focus are going, here are a few candidate acronyms and my pick.
Candidate futures (short list)
- CAI: Contextual AI
Focus: models that understand user context (company data, regulations, customer history) and deliver context-aware outputs with provenance. Selling point: trust and relevance. Businesses pay for AI that “knows the company” and can operate under constraints. - A^2I / AI²: Augmented & Autonomous Intelligence
Focus: agents that both augment humans and act autonomously on behalf of businesses (book meetings, negotiate, execute trades). Selling point: time reclaimed and tasks delegated with measurable outcomes. - DAI: Distributed AI
Focus: moving models to the edge, on-device privacy, and federated learning. Selling point: privacy, latency, and regulatory compliance. Monetization: device + orchestration + certification. - HXI: Human-Centered Experience Intelligence (or HCI reimagined)
Focus: design + AI that measurably improves human outcomes (productivity, wellbeing). Selling point: human adoption and long-term retention; less hype, more stickiness. - XAI: Explainable AI (commercialized)
Focus: regulations and auditability breed a market for explainable models as first-class products. Selling point: compliance, audit trails, and legally defensible automation.
My prediction (the one I’d bet money on)
CAI: Contextual AI.
Why? The immediate commercial friction after capability is trust and integration. Companies will not pay forever for raw creativity if outputs can’t be traced to corporate data, policies, and goals. The era of foundation models created broad capabilities; the next era will productize those capabilities into contextualized, policy-aware services that integrate directly into enterprise systems (CRMs, ERPs, legal, finance) and produce auditable actions. In short: AI + enterprise context = the next product category.
Concrete signs for CAI already exist: enterprises demanding model fine-tuning on private corpora, partnerships between model-makers and enterprise software vendors, and regulatory attention pushing for explainability and provenance. Those are the ingredients for a context-first commercial product.
(If you prefer the agent narrative, A^2I where agents actually do things reliably and accountably is a close second. But agents without context are liability; agents with context are product.)
What winning looks like in CAI
If CAI becomes the next category, how do businesses win?
- Data integration champions vendors that make it trivial to connect enterprise data (ERP, CRM, contracts) to models with privacy and governance baked in. The sales pitch: “We connect, govern, and make AI outputs auditable.”
- Actionable interfaces not just a chat box, but agents that produce auditable actions inside workflows (e.g., “Create invoice,” “Propose contract clause,” “Adjust inventory reorder”). The pitch: “We reduce X hours/week for role Y.”
- Regulatory and risk products explainability, model cards, audit logs, and compliance workflows become table stakes. Vendors packaging those for regulated industries will command higher multiples.
- Infra + economics hardware and cloud vendors that optimize cost/performance for fine-tuned, context-rich models (Nvidia-like infra winners) will capture a slice. Recent market moves show infrastructure captures enormous value; watch the hardware and cloud players.
Practical advice for sellers and builders today
- If you sell to enterprises: stop pitching “we use AI.” Start pitching what measurable outcome you deliver and how you keep it governed. Show integration architecture diagrams: where the data lives, what’s fine-tuned, and where the audit logs are.
- If you build products: invest in connectors, provenance, and reversible actions. A product that lets customers roll back an AI decision will win trust and enterprise POs.
- If you’re an investor or operator: look for companies that own context (industry datasets, domain rules, vertical workflows). Horizontal foundation models will be commoditized; contextual wrappers will be the economic moat.
- If you’re an infra player: optimize for cost + compliance. The market will pay a premium for infra that matches enterprise security and cost constraints.
Example scenarios; how each era turned into commercial value
- BI era: a retail chain buys a BI suite to consolidate POS data across stores. Result: optimized promotions, fewer stockouts, 3% margin improvement. The seller (BI vendor) expanded into recurring maintenance and cloud hosting.
- ML era: an e-commerce platform adds recommendation models. Result: personalized homescreens boost AOV by 7%. The ML vendor sells models + integration and gets paid per API call and for model retraining.
- AI era: an agency uses generative models to prototype marketing copy at scale. Result: faster iteration and lower creative costs; large platforms (OpenAI, Anthropic, Google) sell the models, cloud vendors sell the compute. OpenAI’s integrations made it a visible “winner” for developers and enterprises adopting chat/assistant features.
- CAI era (predicted): the same retail chain buys a contextual assistant that reads contracts, vendor SLAs, and inventory rules, then suggests optimal promotions aligned with margin and regulatory rules. Result: promotions that respect contracts, better margins, and an auditable decision trail. Pricing: subscription + outcome share.
Acronyms are marketing. Value is behavioral change.
Acronyms succeed when they promise a specific, repeatable business result and when vendors can deliver measurable change in behavior. BI helped managers act on facts. ML helped products predict user intent. AI made interaction and creativity broadly available. The next profitable acronym my money is on CAI (Contextual AI) will sell trustworthy, context-aware automation that actually becomes part of the way companies operate.
If you’re building, selling, or investing: focus less on the label and more on the edges where value is realized integration, governance, measurable business outcomes. That’s where the next winners will be, and where your clients will write the checks.