Cuban compares the AI buildout to the 1990s fiber glut. Alphabet's free cash flow already went negative. What that changes for companies buying AI.
Google won a bankruptcy auction for Spirit Airlines' emails, Teams chats and source code. Then the flight attendants' union stopped the sale cold.
Pangram found over 40% of LinkedIn long-form posts are fully AI-written. LinkedIn added a report button and classifiers that trim recommended reach.
NVIDIA backstopped up to $105B of OpenAI's Ohio lease. It only pays if OpenAI fails, and it terminates the moment OpenAI earns a credit rating.
Airtable grew past $480M ARR at 20% and still sold for $1.285B cash against an $11B mark. Picking a vendor means picking its next owner too.
A KDD 2026 paper says mid-tier models punish twice as hard as humans. The curve rests on 10 models and a correlation that misses conventional significance.
Altman says a ChatGPT descendant will watch your screen and record every meeting within six months. Nobody in marketing signed the retention policy.
Private equity can't own a law firm. So it buys the MSO instead: the brand, the billing systems, the case data, the AI licenses. Then it rents them back.
Anthropic signed the EU AI Act Article 50(2) code. Claude's invisible watermark proves the text was processed, not authored. That gap is your problem.
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