Strategy

Riding the Sandworms

How to thrive on the shifting sands of AI instead of being swallowed by them.

Ofer Avnery By Ofer Avnery
@ · 9/20/25

Imagine trying to build a fortress on the sands of planet Arrakis. In Frank Herbert's Dune, the desert planet is rich with the valuable "spice" – but it's also home to colossal sandworms that will devour anything on the unstable sands.

Those who attempt to harvest the spice with old methods risk being swallowed up. As an AI entrepreneur in 2025, you may feel a similar sinking sensation. The ground under our businesses shifts constantly, and what was solid yesterday might be quicksand today. Technology that seemed impossibly advanced last month can become open-sourced and freely available within weeks.

I've felt that pain myself – spending months building an AI product, only to watch a new breakthrough suddenly turn my cutting-edge offering into a commodity. If you've felt that gut punch, you're not alone. This is the new reality of the AI industry: the only constant is rapid change, and we either adapt or get eaten by the next sandworm (or competitor).

Welcome to the Shifting Sands of AI

Compared to even a decade ago, today's pace of innovation is dizzying. Major platforms release new features in a frenzy, and open-source communities replicate "impossible" feats in a flash. In the past, tech giants might have enjoyed years of dominance before challengers caught up – now "each time, it happens faster… with AI, this playbook might run in months".

A leaked memo from Google was prescient in noting that AI techniques proliferate quickly and "the next big leap is often open-sourced or replicated within months". We've already seen advanced model features (like long-context reasoning) get copied by open-source alternatives within weeks.

The Sinking Feeling

For business owners riding this wave, it's equal parts exhilarating and terrifying. The advantage you had can evaporate overnight; your unique selling point can turn into a baseline expectation. From my eyes as a founder, it sometimes feels like fighting to build on sand while giant worms (big tech, fast-following rivals, abrupt market shifts) threaten to swallow our hard work whole.

But all is not lost – far from it. In Dune, those who survived learned to adapt: they used advanced technology (like flying harvesters) to gather the spice from above, escaping the sandworms. In the same spirit, AI entrepreneurs and business owners can thrive amid the chaos by refocusing and re-strategizing faster than ever.

The key is to stop desperately piling bricks on unstable sand, and instead reframe our approach – find new bedrock, new methods of "harvesting the spice" that the worms can't reach. Let's explore five actionable strategies to quickly refocus your strategy and seize the opportunities hidden in this volatile landscape.

1. Embrace the Chaos – Adapt Quickly or Perish

On Arrakis, "change is inevitable, and those who refuse to adapt risk extinction". The same goes for the AI business. The first mindset shift is to fully embrace the rapid pace of change instead of resisting it. Don't get too comfortable with any "winning formula," because in a few months that formula might be outdated.

Successful entrepreneurs treat strategy as a living, breathing thing – something you continuously tweak, rather than a fixed plan etched in stone.

Staying adaptable means actively monitoring industry trends and emerging tech. Make it part of your weekly routine to scan what's new: the latest model releases, open-source projects, regulatory shifts, and what other innovators are doing. When a new AI capability emerges that could impact your product or clients, you want to know immediately.
  • Set up small "innovation squads" in your team for experimenting with new advancements
  • Have developers and product folks spin up quick pilot projects
  • Be proactively exploring opportunities rather than playing catch-up
  • Be willing to pivot – fast. Don't fall in love with your initial idea

Most importantly, be willing to pivot – fast. Don't fall in love with your initial idea to the point that you ignore signs it's time for a change. In today's AI market, stubbornness can be fatal. We need to channel our inner Darwin: it's not the strongest or smartest who survive, it's the most adaptable.

Create a culture where plans are revisited frequently, feedback flows freely, and no one says "but we've always done it this way." In a storm, rigidity will snap a tree in half, but flexibility lets the reed bend with the wind and spring back.

2. Build on Bedrock: Focus on Fundamentals

If building on sand is risky, then find the bedrock – in business, that means the timeless fundamentals that don't change even as technology does. And the fundamental truth in any market is this: people don't care about fancy technology for its own sake; they care about solutions to their problems and the outcomes you deliver.

Business decision makers don't care about technology for technology's sake; they care about their business outcomes and productivity.

So, ask yourself: what pain points are you really solving? How are you making customers' lives easier, or businesses more successful? Double down on understanding those human needs deeply. In the AI space especially, it's easy to get caught up in "our model has 5% better accuracy" or "we use a novel Transformer architecture." Guess what – most clients don't care!

They'll choose the product or service that feels attuned to their needs and helps them reach their goals, regardless of whether it uses GPT-4, GPT-5, or a hamster on a wheel behind the scenes.

Deliver results, not just reports. Clients will always value measurable improvements – higher ROI, time saved, revenue gained – more than they value cool tech demos.
  • Instead of selling "an AI-powered analytics dashboard," sell "a 24/7 insights service that spots revenue opportunities you're missing"
  • Frame your offerings in terms of outcomes, not features
  • Anchor your strategy and messaging on real value and human-centric benefits
  • Remember the human touch – authentic connection becomes more precious in an AI-saturated world

Finally, remember the human touch. In an AI-saturated world, authentic connection and understanding become even more precious. People will always need to be understood, heard, and supported. If your competitors are automating everything and treating customers like tickets, your edge could be the exact opposite – high-touch service enhanced by AI.

3. Don't Be a Commodity – Find Your "Spice"

In a market where "commoditization is inevitable" and every new AI technique quickly becomes widespread, one of the worst mistakes is to build something that isn't defensible. If your business is essentially "we put a pretty UI on top of OpenAI" or "we resell the same service everyone else does," you're building on sand that can and will be washed away.

Unfortunately, we've seen many startups fall into this trap. They create a thin wrapper around someone else's technology – a nice interface, a bit of convenience – but nothing truly unique. Such companies "looked impressive in demos but had zero defensibility when the underlying tech commoditized".

The Wrapper Trap

The moment OpenAI, Google, or an open-source community offers that same capability directly (and often cheaply), the wrapper startup is toast. You need to find your equivalent of the spice – a unique value that others can't easily replicate or undercut.

The antidote? Ruthless differentiation. This could come in various forms:

Proprietary Data or Insights

Do you have access to data that others don't? Maybe you've accumulated a niche dataset or customer usage data that lets your AI models fine-tune to a specific task better than any general model. That data becomes your moat.

Domain Expertise and Customization

Perhaps your strength is deep knowledge of a particular industry's needs. For example, an AI solution just for orthodontists, with every feature tailored to dental practices, is something the generalist AI providers likely won't build soon. Be the specialist if the giants are generalists.

Integrated Solutions or Services

You can also differentiate by how you deliver value. Maybe the tech itself isn't totally unique, but you combine technology with high-touch service, or you solve a complex workflow end-to-end. If your offering saves the client from having to glue together five tools and an army of freelancers, that integration is huge value they won't easily abandon.

Brand Trust and Community

Don't underestimate softer moats like brand loyalty or user community. In a world of endless options, people often stick with a product that feels right or a company they trust. This might come from consistently great support, thought leadership, or building a vibrant community around your platform.

4. Reimagine Your Business Model

When the ground shifts, it's not just what you build that may need to change, but how you run your business. This is especially true for service businesses like AI consulting and marketing agencies. In the past, an agency could thrive by executing tasks for clients – writing copy, designing ads, analyzing data – and charging for time or per deliverable.

But now, AI tools can perform many of those tasks faster and cheaper. The old agency model is at risk of sinking into the sand if it doesn't evolve. "The last six weeks have changed the game," noted one marketing AI expert as generative AI went mainstream, and many agencies aren't taking the threat seriously enough: "Urgency is critical for agencies to adapt and shift their services and business models."

Stop selling commoditized work on an hourly basis. Moving up the value chain means focusing on strategy, creativity, and high-level consulting – the things AI alone can't handle.
  • Instead of selling "we'll write you 10 blog posts," sell "content strategy and brand voice development, with blogs as a byproduct"
  • Focus on strategy, nuanced understanding of the client's message, and clever campaign ideas
  • Integrate AI into your processes to boost efficiency
  • Use efficiency gains to offer more value, not just the same output for the same price

Smart agencies are already dissecting every service they offer into subtasks and asking, "Can we do this faster or better with AI?" For example, consider a traditional digital marketing agency workflow: creating a campaign might involve brainstorming, copywriting, designing visuals, scheduling posts, monitoring performance, and reporting. Every one of those steps can be accelerated with AI tools.

However – and here's the key – rather than simply pocketing the efficiency gains, use them to reinvent your offerings. If it takes you 5 hours instead of 50 to deliver a project, you have the opportunity to offer more value to the client. Perhaps now you can afford to iterate more, add a consultation session, or include an extra service that was previously too labor-intensive.

5. "Harvest the Spice": Leverage Technology Creatively

In Dune, those who ultimately prospered on Arrakis were the ones who mastered riding the sandworms and flying high above the desert to gather spice from the air. The lesson for us: use the new technology to your advantage in imaginative ways, and double down on uniquely human strengths to secure your long-term success.

First, commit to continuous learning and creative use of AI. Don't just adopt technology – engage with it, experiment, tinker, and find novel applications. The entrepreneurs who thrive will treat AI not as a threat or a mere expense, but as a toolkit for innovation.

Make a habit of asking, "How else could we use this?" Innovation is an iterative, experimental process – so create an environment where taking initiative with new tech is celebrated.
  • Hold internal hackathons and pilot new ideas on a small scale
  • Budget a portion of time (10-20%) for exploratory projects
  • Encourage a spirit of curiosity in your team
  • Today's wild idea might be next year's core revenue stream

While leveraging technology, we must also recognize that the ultimate differentiator will be human creativity, insight, and passion. AI is going to be everywhere – embedded in every app, every device, every business process. As MIT researchers note, once AI is ubiquitous, it "will lift markets as a whole, but it will not uniquely benefit any single company." Lasting differentiation will be built on human creativity and passion.

If everyone has access to the same AI models and features, the companies that win will be those that have the best ideas, the most resonant storytelling, the most loyal customers – things that spring from human talent.

So, even as you invest in AI, invest in your people. Hire and nurture team members who are adaptable, creative, and empathetic. Upskill your existing staff not just in technical skills, but in higher-order skills like critical thinking, communication, and design – areas where human touch adds value to AI outputs.

Another facet of cultivating human strength is keeping a clear long-term vision and purpose. It's easy to get caught in the whirlwind of short-term reactions, but don't lose sight of the bigger picture. Why did you start this business? What core mission drives you? Use that as a North Star to guide decisions amidst the noise.

The Path Forward

Finally, maintain your resilience and optimism. This era can feel overwhelming – so much changing, so fast. But remember, on Arrakis the spice was abundant for those who learned new ways to gather it. The rapid advancements in AI are not purely a danger; they're also an unprecedented opportunity.

The barriers to entry are falling in many fields – today a solo entrepreneur with the right AI tools can challenge incumbents in ways unthinkable a few years ago. Costs of doing things (like data analysis, content production, prototyping) are plummeting thanks to AI-driven efficiency.

Mindset Shift

Rather than feeling paralyzed, try to channel a mindset of curiosity and excitement. When a new AI update drops, think "How can we use this?" not "Oh no, this ruins us." Train yourself to see the silver lining: if a high-ticket capability becomes a cheap commodity, that means you can now utilize it without a huge budget.

In conclusion, the worms of change aren't going away – the AI landscape will keep evolving at breakneck speed. You can't stop the waves, but you can learn to surf. Embrace adaptation as your strategy, focus on timeless customer needs, carve out your unique niche, reinvent your business model as needed, and invest in both the smartest tech and the brightest people.

Do this, and you won't be building on sand; you'll be building on a solid foundation of agility and purpose. Just like the heroes of Dune ultimately rode the great sandworms they once feared, you'll be able to ride the surges of AI innovation instead of being consumed by them.

The spice will flow for those who are bold, creative, and resilient. Now is the time to refocus, re-strategize, and lead – the future belongs to those who can adapt and thrive on this ever-shifting planet of possibility.

Remember: the slow and the complacent will be the first eaten, but for the quick and the visionary, this is an era of endless opportunity. Good luck out there, and may you learn to ride the sandworms instead of being swallowed by them.

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