at://
/
app.bsky.feed.post
/
3mnrox33ems2d
sign in
All
4
Record
2
Post
1
PostEmbed
1
Post
by @danabra.mov
PostEmbed
by @danabra.mov
Record
by @jimpick.com
Record
by @atsui.org
+ new component
Post
The current AI buildout only makes sense if it delivers massive productivity gains. The biggest US tech firms are on track to spend ~$755B on AI capex in 2026, up from $155B in 2022. At this point, AI is not just a tech story. It's a macro bet.
2d
Paul Hünermund