As AI infrastructure becomes more widespread, what's scarce won't be the models, but the scenarios, data, products, and the ability to turn AI into productivity. These past three years, watching breakthroughs in large models has made me a bit numb. Today, everyone is still arguing: whose model is smarter, whose benchmark scores a few points higher. But in the next ten years, no one might care whether you're using GPT, Claude, Gemini, or DeepSeek—just like no one cares which company's CPU is behind a company's servers.