Mark Cuban said what every CEO in America needs to hear.
"There are only two types of companies in this world, those who are great at AI, and everybody else. If you don't know AI, you are going to fail. Period, end of story."
@mcuban didn't stop there.
"Whether you are an employee, you're going to have to understand how AI impacts your job and how you can use it to be better at your job. Same if you're a student. And if you're a CEO, you can't just say, okay, I'm going to get my tech guys to understand it and educate me on it. You have to understand it yourself because it will have significant impact on every single thing that you do. There's no avoiding it."
This is coming from someone who built and sold the Dallas Mavericks, who made his first fortune selling a company to Yahoo for $5.7 billion in 1999, and who has spent the last two years going deeper on AI than almost any investor his age.
He is describing the Innovator's AI Dilemma, entrepreneurs are right now building AI-native companies designed to displace every major incumbent.
If a CEO tears down their company to rebuild it AI native, investors revolt but if they do nothing, AI-native startups eat their market and investors revolt anyway.
Either path leads to shareholder lawsuits and there is no comfortable middle.
The companies that survive will be the ones where leadership, not just the tech team, genuinely understands what the technology can do.
The ones that don't will look back at this moment the same way Blockbuster looks at 2005.