What Comes After the Copilot?

What if most enterprise AI investments are silently failing on the balance sheet , not because the technology doesn't work, but because they're deployed at the wrong layer? In this talk, I'll argue that the intelligence problem is basically solved for enterprise use cases, and that the real frontier has quietly moved to three shifts now reshaping the field: horizontal to vertical, copilot to agent, and automation to market-creation. I'll introduce a framework that separates AI investment into three layers, subtraction, multiplication, and compounding and explain why only one of them actually pays a dividend. Drawing on lessons from the $700 billion federal contracting market being reshaped in real time, I'll show how compounding AI unlocks entire customer segments that were previously locked out by paperwork alone. You'll walk out with one diagnostic question you can bring to your next AI planning meeting the question that separates AI as a cost center from AI as a growth engine.