They're selling shovels and pickaxes during a gold rush.
Also, unless you have a very specific niche, creating the product is no longer an issue, finding clients who are willing to pay is. I built a small saas overnight and I got clients purely because I had one, in my family, with enough reach to bring few more. If I just built this product, even if I kept cold-calling small businesses, I would most likely not get a single real user.
Oil is better analogy imo. But not as catchy. Intelligence is apparently something that just falls out of math. So pumping it out of the ground and distributing it is not free but it is a commodity. Similar to oil it will take time to build out the infrastructure to utilize it.
Also, unless you have a very specific niche, creating the product is no longer an issue, finding clients who are willing to pay is. I built a small saas overnight and I got clients purely because I had one, in my family, with enough reach to bring few more. If I just built this product, even if I kept cold-calling small businesses, I would most likely not get a single real user.