Every major tech company that reported earnings this week delivered the same message: they aren’t spending enough on artificial intelligence, and they intend to fix that by spending more money collectively than most countries produce in a year.
Let’s start with the tech, before we even try to wrap our heads around the colossal amounts of money sloshing around wildly in the world economy right now.
As Bronwen Clune wrote for this week’s Sweat Equity newsletter, the latest generation of agentic tooling from companies like Anthropic seem to have pushed AI over some invisible threshold from interesting to genuine disruption.
Startup founders speaking to Bronwen described a tipping point over the past two to three months as tasks that weren't good enough to automate in November are now being handed to agents wholesale.
