AI vs the internet. Triple the profit, in half the time
Everyone has been asking whether AI is bigger than the internet or smaller. Bain has now put the first real estimate against it: $4.7 trillion of corporate profit in play over ten years, against $1.4 trillion that the internet moved over twenty.
The Cognitive Revolution
The bet was that AI would grow into a traffic source, the way search did. It is going the other way: the gap between what it takes and what it returns widened by half in a single quarter.
Only 6% are getting real value from AI, barely more than a year ago
The bet was that AI would grow into a traffic source, the way search did. It is going the other way: the gap between what it takes and what it returns widened by half in a single quarter.
The pendulum has shifted on AI
The bet was that AI would grow into a traffic source, the way search did. It is going the other way: the gap between what it takes and what it returns widened by half in a single quarter.
AI Scraping Goes Industrial, and Europe Bears the Brunt
The bet was that AI would grow into a traffic source, the way search did. It is going the other way: the gap between what it takes and what it returns widened by half in a single quarter.
Your Brand Is Renting Space Inside AI
Retraining happens silently: here's how to catch drift before it costs you.
Open Source, Measured Three Ways
That gap is your edge, and Washington is fighting over whether you keep it. Plus: EY's token bill, EU labels, LinkedIn's slop button.
AI Visibility Now Moves Like Weather
That gap is your edge, and Washington is fighting over whether you keep it. Plus: EY's token bill, EU labels, LinkedIn's slop button.
The AI questions that aren't about intelligence
Three arguments run under the AI boom, and last week all three surfaced at once. None is about which model is smartest.
Rent the intelligence. Keep your alpha.
AI is the fastest-growing market on earth, which is exactly why most companies will lose money on it.
AI saves you 11 hours a week. It takes 6.4 back.
Meet botsitting and botshitting, the unbudgeted cost of making AI usable.
Are managers better with AI than engineers?
A study of 400,000 AI sessions says the people who steer the work win, not the ones coding it.
$11 a month per employee. That's the median AI budget.
A token-price index drifted down, the market called the top, and the real story walked out the back.
Remember the lockdown? Now it's the AI's turn.
The AI risk moved from what models say to what they can do, and OpenAI built the retreat.
The Evolution of AI Architecture: Managing Security Vectors in Connected Workflows
The AI risk for marketers has moved from what the AI says to what it can do. Here is what changed, in plain terms, and what to check before you trust an AI tool with your customers' data.
Cheaper tokens, bigger bills.
Frontier AI token prices have fallen 5 to 10 times per year since 2022.
Three in four enterprise AI agents have been rolled back. Here's why.
Last week we wrote about how the boundaries between marketer, agency, platform, publisher, retailer, and AI company are dissolving.
Who owns the chain when every player wants all of it
The boundaries between marketer, agency, platform, publisher, retailer, and AI company are dissolving.
The AI supply chain is compromised. Most marketing teams don’t know they’re downstream.
OpenAI and Anthropic both launched billion-dollar deployment companies this week, embedding engineers inside organizations to help them integrate AI.
Q1 earnings decoded: who’s winning AI advertising, and what it means for your budget
Every major ad platform reported this quarter. Most coverage focused on the capex arms race ($650–700 billion combined across the four hyperscalers) and whether AI spending will pay off.