AI - Here’s Where the Value Actually Goes Next

AI intelligence is becoming abundant and commoditized. The value is about to migrate from the execution layer to the coordination layer.

Earlier this year, the software market experienced one of its sharpest repricings in over a decade, erasing more than $1 trillion in value  from U.S. technology equities in a matter of weeks. 

The question for allocators is where does the value actually go next.

As foundational models continue expanding capability while compressing marginal cost, the pressure on execution-layer economics is structural.

The question is not whether repricing was justified.

It is whether it is complete.

And more importantly - where does leverage accumulate as execution becomes abundant?

The Shift

Software logic is effectively infinite. It can be generated at accelerating speed and scaled globally.

Infrastructure can scale it.
Models can extend it.
Interfaces can multiply it.

Execution is no longer scarce. When something becomes abundant, value does not disappear.

It relocates.

Historically, leverage accumulates at coordination points — where complexity is reduced, intent is interpreted, and outcomes are directed.

As AI-native systems mature, interaction shifts from forms and fields to conversation.

Not dropdown selection.
Not keyword entry.
Speech.
Natural language.
Context-rich.
Unstructured.
Human.

When people speak freely, they reveal far more than a search query ever captures.

That shift matters.

Because expressive intent carries density. And density creates leverage.

The Emerging Signal

Across unrelated industries, a linguistic pattern has begun surfacing.

Vibe coding.
Vibe marketing.
Vibe design.
Vibe travel.
Vibe health.

Different domains.
Same structure.

A shared signal.

The word “vibe” is being used to describe a mode of interaction in which the user does not specify rigid requirements.

It expresses emotion.
Preference.
Context.
It delegates interpretation.

If AI-native behavior continues expanding across insurance, healthcare, finance, gaming, legal, travel, design, marketing, architecture, business productivity and other high-value service industries, the containers that most clearly signal expressive delegation become natural candidates for aggregation into coordination layers.

Language and Consolidation

Software code can be reproduced without limit.
Models can be retrained and iterated continuously.
Interfaces can take infinite forms.

But consolidated linguistic territory — once widely recognized and assembled — is finite. And once culturally anchored, it is difficult to displace.

Language is not infinite in the same way.

Certain words become the natural shorthand for complex behavior.
They compress meaning.
They carry emotional, functional, and contextual signal simultaneously.

“Search.”
“Stream.”
“Share.”
“Swipe.”

These are not brands.

They are words that have stabilized around specific digital behaviors.

This pattern has repeated before.

When a word becomes the intuitive way to describe a mode of interaction, it gains gravitational pull.

What Happens Inside a Vibe Domain

In a digital ecosystem saturated with brands, generic domains, comparison pages, and transactional landing sites, a “Vibe” domain signals something categorically different:

This is where you come to express intent fully — and to have it interpreted, directed, and completed.

Consider a relocation scenario.

Michael moves from Austin to Denver.

In the old world, he searches - “Car insurance Denver.”

He receives ranked links.
Fills multiple forms.
Compares manually.
Coordinates himself.

Now imagine the interaction shifting.

Michael doesn’t type keywords.

He speaks.

“My name is Michael Thompson. I’m 41, married, and a U.S. citizen. I'm relocating to Denver and need car insurance.
I’ve owned my home in Austin for eight years and will keep it as a rental. I’ll be renting in Denver. I’ve been with the same employer for nine years. I’m a senior product manager earning $165,000 annually.

I’ve held a driver’s license for 25 years. Three speeding tickets in the last three years. Two prior claims — one $5,000 claim and one $6,000 claim — neither my fault.

I just bought a 2023 Porsche Macan for $78,000. I drive about 11,000 miles annually, including mountain trips. I’m open to using a safe-driving app if it reduces premium.

I want strong coverage without unnecessary add-ons. Prefer a highly rated U.S. insurer with strong claims performance. Ideally a well-rated local broker in Denver.”

That is not a keyword query.

It is expressive intent.

It contains identity, asset profile, income level, risk exposure, claims history, behavioral flexibility, geographic transition, and insurer preference — embedded in one narrative.

The system clarifies what matters.
It ignores what doesn’t.
It configures and routes accordingly.
Not the cheapest.
Not the highest margin.

The best aligned.

The interaction feels less like comparison shopping and more like delegation.

He didn’t search.
He expressed.
And it was resolved.

Expressive intent of this kind is economically valuable.

It reduces misallocation.
It improves underwriting precision.
It increases lifetime value.
It lowers downstream friction.

And when captured inside a clearly signaled container, it becomes scalable and accumulative.

At its simplest, a Vibe domain is a container for expressive delegation.

That is the thesis.
Not branding.
Not trend speculation.
Not keyword strategy.

A structural positioning around how AI-native behavior changes where leverage accumulates.

The Asymmetry

Execution can be generated.
Models can be retrained.
Interfaces can be redesigned.

But when a word becomes culturally associated with a specific mode of delegation — and that territory is assembled early — reclaiming it becomes structurally difficult.

This is not about controlling code. It is about controlling the semantic entry point into a coordination layer.

At that point, leverage is structural.

The Implication

As AI-native interaction expands, coordination environments that aggregate expressive delegation across industries become increasingly valuable.

The opportunity is not theoretical. The linguistic consolidation is already underway.

The question is not whether expressive delegation will exist. It already does.

The question is which semantic containers will become its default gateways.

For incumbents, that is a control question as much as an opportunity.

Early control remains available. Once these semantic entry points are claimed, they are unlikely to reopen at scale. Once consolidated, linguistic gravity compounds.

Strategic Implications

For builders:

Think less about incremental features and more about controlling high-intent entry points where users express rich, unstructured needs — voice, chat, long-form prompts.

Design systems that accept narrative input and handle decomposition, routing, and orchestration across agents, rather than expecting users to do manual comparison and coordination.

Where possible, anchor products to language that might realistically become the shorthand for the new behavior you’re enabling, not just invented brand words.

For investors and acquirers:

Evaluate high-signal, cross-vertical semantic assets as infrastructure exposure to the emerging coordination layer — not as short-term domain speculation.

The asymmetry is that if “vibe” becomes the default label for expressive delegation, those domains function like toll booths or prime commercial real estate at the entry points to AI-native services.

Closing

AI did not destroy value.

It compressed execution.
And compression forces relocation.

As models grow more capable and marginal cost continues declining, the center of leverage shifts upward — from code to coordination.

The repricing of software may not be complete. But the relocation of leverage is already visible.

In this environment, control of the entry points becomes the primary strategic variable.

The layer itself is structurally implied.

What remains unresolved is who will control the containers through which it is expressed.

The Vibe Domains portfolio represents a consolidated namespace aligned to the structural relocation of leverage now underway. It is already assembled and available as a single acquisition unit.

→ Review the Vibe Domains portfolio and supporting materials.