AI Capex to Hit $1.5 Trillion by 2027
AI capital spending forecasts now tops $1.5 trillion by 2027, surpassing current market consensus and highlighting ongoing underestimation of its rapid expansion.
Podcast intelligence for people who run things
Thirteen desks across AI, venture, brand, revenue, capital, leadership, performance and more. Each edition arrives as a short brief with the insights, arguments, numbers and the shifts worth knowing about.
Pick your desks — freeNo card. Unsubscribe from any desk in one click.
We analyse over 300 podcasts, across six publications and thirteen desks. Subscribe to what fits your week.
AI capital spending forecasts now tops $1.5 trillion by 2027, surpassing current market consensus and highlighting ongoing underestimation of its rapid expansion.
This digest explores why 95% of AI pilots fail due to people, not technology, helping leaders navigate the human-centric shift for successful AI adoption in revenue.
Your new cost center isn't just headcount; it's compute, and if you don't own your data and processes, you're building someone else's moat.
Autonomous AI agents reshape marketing and purchasing by bypassing traditional analytics, demanding new demand capture and brand building strategies.
AI agents are shifting GTM from human workflows to agentic orchestration, challenging traditional SaaS and pricing, demanding new GTM engineers and outcome-based value measurement this week.
Resilient brands engineer year-round "buying moments" with strategic discounts, moving beyond shallow promotions to sustain demand.
AI agents like Meta’s Muse are poised to dismantle the "$165 billion annoyance economy" by automating tasks that exploit customer complacency, forcing businesses to re-evaluate how they capture value.
E Republic distributes revenue goals to non-sales delivery teams, proving shared accountability drives collaboration as sales leadership transforms beyond just quota attainment.
The initial hype around AI is giving way to the hard reality of implementation costs, with a new focus on rigorous financial oversight and value-driven investment strategies.
Marketers invest in AI but few scale it. Foundational data, strategy, and workflow redesign are crucial to make AI a force multiplier, not a chaos amplifier.
Molly Graham says AI job replacement fears hide poor management, urging human "taste layer" integration for GTM strategies, pricing, and talent retention, as AI is a tool requiring human judgment.
DTC brands now dedicate 30-50% of ad budgets to Meta Partnership Ads, using micro-creators and signals to achieve lower CPMs and embed authenticity in niche communities.
Leaders must optimize environments—culture, markets, well-being—to unleash potential, not just rely on individual capabilities; learn how top performers design context for success.
High AI investment yields elusive returns, with under 25% of organizations seeing value, causing go-to-market compensation to reshape under pressure.
Notion's "Outcomes Architecture" redefines customer success, focusing on co-building end-to-end workflows and aligning offerings with customer needs for optimized growth.
Flawed deployment, not poor ideas, sinks strategic initiatives. Re-evaluate principles and reduce waste to boost execution and supply chain efficiency for impactful gains.
HubSpot CMO Kipp Bodnar states that in AI-automated marketing, human judgment is priceless; leaders must double down on taste, trust, and remarkable content.
AI is now fundamentally reshaping Go-To-Market strategies, moving beyond automation to re-architect CRM systems and operational efficiency. Proprietary data is becoming the new competitive advantage.
Rothy's and Cozy Earth show disciplined growth, with deep customer understanding and strategic AI, builds resilient businesses, fostering lasting devotion, not fleeting market share.
Despite significantly lower investment, China is rapidly closing the AI capability gap with the US through state-backed industrial automation.
Andreas Steno warns investors to disregard AI executives due to misaligned incentives and poor performance. Eight different shows validate this perspective.
Revenue leaders learn "brain-first" strategies, focusing on intrinsic cognitive wiring, to drive performance and growth, not just generic tools.
Goodyear CIO Raman Mehta notes the shift from AI curious to AI serious; leaders are now re-architecting enterprises around AI for measurable outcomes.
Digital economy's bifurcation requires marketers to prove value to AI agents; this redefines brand influence, data strategy, and what constitutes a marketing win.