So many interesting takeaways from @DavidGeorge83's State of the Markets but one big one here. We are still so early .
69% of S&P 500 has a live AI deployment.
...2% disclose a metric they track over time.
Moving from individual deployments to recurring workflows is the next unlock, and there is A LOT of room to run.
Bullish on enterprise AI potential.
Introducing our State of Markets pt 2, along with a companion podcast where we unpack the data and discuss what comes next.
Tech is the everything cycle.
Supply: putting the buildout in context, just passed railroads as % of GDP. The wisdom of Elon is real: the factory (or the
