Meta Made Intelligence Cheap, HubSpot Got Caught, and Zoom Bought a Lifeline
The moves that mattered were quieter and more structural: companies deciding where value lives after AI makes the old product cheaper."
The moves that mattered were quieter and more structural: companies deciding where value lives after AI makes the old product cheaper."
For two years the AI conversation has been about the models. This week it was about what companies do when AI changes what they're worth.
There is a massive gap right now between what people expect and what is actually realistic.
For two years the AI boom has looked bulletproof. This week it showed where it can break.
This week is all about what happens when the old way of doing things finally breaks.
The companies that understood what phase the market was entering are moving. The ones still defending what they built in the last cycle are spending billions to patch the gap.
What people say and what is actually happening are rarely the same thing.
Nobody announced a better model this week. The real moves were all about what surrounds them.
What happens when reality catches up, and why the companies winning right now aren't smarter, they just showed up first.