Hard assets like brick-and-mortar businesses and raw land will grow more valuable in the age of AI, Codie Sanchez said in a post on X, warning that digital saturation will shift investor attention to what can’t be cloned.

“You can’t AI a septic tank company. You can’t GPT your way into a deed,” Sanchez wrote. “When everything is digitized, automated, and reproducible with code, the things that can’t be cloned become scarce, scarcity drives value.”

Sanchez argued that physical businesses—like laundromats, car washes, and RV parks—will become the new “real-world moats” as automation spreads across white-collar sectors. These assets, she said, offer defensibility because of their tangible, local nature.

Her comments come amid growing speculation that AI could commoditize vast swaths of digital labor and content. As a result, Sanchez sees rising value in ownership of assets tied to geography and physical utility.

Codie Sanchez is an investor, entrepreneur, and founder of Contrarian Thinking. She frequently shares insights on business acquisitions, wealth-building through boring cash-flowing companies, and strategies for financial freedom.