The $600 Billion Problem AI Cannot Hide Anymore
Mark Zuckerberg recently told Meta staff that AI agents have not progressed as quickly as he had hoped. Microsoft, which has poured billions into OpenAI, is now quietly switching to its own in-house models to cut costs. And the US Treasury has a completed internal report comparing the AI market to the dotcom bubble sitting in a drawer, while the Treasury Secretary publicly praises $750 billion in AI investment as the foundation of America’s golden age.
None of this made the front page. But taken together, these three things tell you more about the state of AI in 2026 than any product launch announcement.
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