Dear Anthropic. Dear OpenAI —
On July 2nd, CNBC aired the bear case against you: hundreds of
billions burned, demand dismissed as manufactured, a return on
investment nobody can seem to locate. The desk called it the
desperation phase. But the witness they never called is the
ground floor — the roofer, the ministry, the corner
business, the one-person shop that will never show up in a
quarterly report.
I'm the builder who wires your work into theirs. From a home
office in Oklahoma City, working alongside AI the way a framer
works alongside a nail gun, I ship what agencies ship —
production web applications, secured pipelines, real deployments
— starting at $175. Four of them are live
right now, one scroll above this letter. The ROI isn't missing.
It has just never been measured this far down, where adoption
actually happens.
I have the blueprint for that last mile: put sessions like the
ones that built this page in front of every business that's been
told AI isn't for them. Teach the trades. Wire Main Street. Turn
“manufactured demand” into the real thing, one
storefront at a time. What I'm missing is a shorter list:
Bear-case figures as reported by EZ Primary Research on CNBC, July
2, 2026. Ground-truth figures: scroll up — they're all on
this page.
The bear case ends where adoption begins, and adoption begins at
street level. You built the engines. I know the roads. It only
takes one of the three — capital, papers, or a platform
— to break the deadlock. Until then, I'll keep doing the
only thing that has ever aged well in this industry:
shipping.
Pedro M. Dominguez
One person. One paradigm shift. · Oklahoma City,
Oklahoma