The Cognition Stack for AI-native Companies & Why Sales, Support, & Social Are Converging

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Essay outlining a proposed 'cognition stack' for AI-native companies and how AI reshapes sales, support, and social functions.

The Cognition Stack for AI-native Companies & Why Sales, Support, & Social Are Converging

Edition #26 of Implications.This edition is a bit “out there” (fair warning). We’ll explore forecasts and implications around: (1) the rise of cognition-driven companies (aka “cognicos”) and what I’ve come to call “the cognition stack,” and why the value of AI may ultimately accrue to the first cognicos in every industry. (2) how support, social, and sales are all conflating into the same channel and (3) some surprises at the end, as always.If you’re new, here’s the rundown on what to expect. This ~monthly analysis is written for founders + investors I work with, colleagues, and a select group of subscribers. I aim for quality, density, and provocation vs. frequency and trendiness. We don’t cover news; we explore the implications of what’s happening. My goal is to ignite discussion, socialize edges that may someday become the center, and help all of us connect dots.If you missed more recent editions of Implications, check out recent analysis and archives here. A few recommendations based on reader engagement:Why better management and measurement tools — and offloading of mundane and repetitive work to AI agents — will increase the talent density in companies.How “proof of human” behind a creation will become a signal of meaning, and other insights around “artifacts of humanity” in the age of AI.Over the coming years, we will stop going to the sources of information as the perfect summary, answer, or solution is generated and surfaced for us by trusted AI tools. Let’s explore the implications for the news industry, every website, and software as we know it in the era of abstraction.Let’s fast forward a few years and imagine what a new company born in the post-AGI world might look like. Bear with me, as this will be an adventure.In such a world, every company will ultimately become a compute + data-centric company. Until now, humans have been the reasoning layer of every organization. Sure, every company uses technology, but mostly for the purpose of driving productiv

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