Junior Work Is Vanishing First
Coding, writing, and analyst roles show AI substitution earliest. The pipeline problem is bigger than the job-loss headline.
Blackwell demand turned chips into infrastructure allocation. Startups compete for access, not price.
Enterprise adoption is real. Whether the unit economics work at scale is the next story.
Model scores keep rising. The harder question is whether tests still predict real deployment value.
$320B
Global AI infrastructure spend (2026)
1,247
AI models released in 2026 (so far)
$42.7B
Total AI startup funding (Q1 2026)
78
Countries with national AI strategies
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