AI isn’t “the future.”

AI is a spending contest with a fantasy narrative taped on top.

This week’s most honest headline wasn’t a model launch.

It was the price tag: $2.52 trillion.

That’s not “innovation.”
That’s an economic event.

And here’s what people keep dodging:

When spending gets this big, the hype doesn’t need to be true.
It just needs to keep the capital flowing.

So you get the same playbook on loop:
“Breakthrough.”
“Revolution.”
“AGI soon.”
“Don’t miss out.”

Meanwhile…
the real moat is compute contracts, data center deals, and who can keep buying GPUs without blinking.

If you’re a founder/operator, act accordingly:

Stop pitching “AI magic.”
Start pitching measurable outcomes.

Because when the bill hits, the vibe merchants get wiped.
And the only companies left standing will be the ones who can point to profit, not potential.