| The spending numbers are wild. More than the moon landing and we’re mostly using it to autocomplete emails and generate slide decks. That doesn’t mean it’s useless. It just means the infrastructure is way ahead of the everyday experience. What I keep noticing is that the big breakthroughs aren’t coming from bigger models. They’re coming from very specific product decisions. Things like: – Apps that understand context without you re-explaining everything – Interfaces that predict what you need before you type – Systems that remove 3–4 manual steps That’s where the real shift is happening. If all this spending just results in faster chatbots, the market will correct hard. But if it turns into software that genuinely reduces friction in daily work, then the long term value will be justified. I wrote about this recently: what features will mobile apps need in 2026 if they don’t want to loose users. Most of it has nothing to do with flashy demos and everything to do with removing invisible friction. Do others here think spending is ahead of product reality or if we’re underestimating what’s quietly being built? |