Greg Meredith

Starbucks spends $400 million a year on software. Yesterday they announced they're moving off IBM and Microsoft to build their own custom systems in-house. IBM dropped 3% and Salesforce dropped 4% on the news. And honestly this is, unequivocally, the biggest signal I've seen since OpenAI and Anthropic launched their consulting arms back in Q1. The largest companies in the world are done paying for software that half fits how they work. We saw this coming about a year ago. Moved everything we build off Airtable and low-code tools and went fully custom. Already paying off, and it's only going to compound from here. This is the opportunity right now. You get all of a company's data into one system. You build out a single operating system for the entire business. You cut out bad, redundant processes. Then you layer AI on top of it, under the correct processes. That's the core of AI consulting. Helping companies actually operate better. There are a lot of fly-by-night offerings circulating right now when it comes to Ai Services. For example, 'second brains'. Throwing scattered data into a second brain while the processes underneath stay broken does nothing. The companies who will absolutely destroy their competition over the next 5 years are rebuilding how they work from the ground up. Starbucks is showing you what other companies will be doing over the next several years. Your job is to position yourself to facilitate that process for as many companies as you can.