Hey Don here,
Pop quiz. What’s the biggest threat to the AI boom?
A) A bubble
B) Big Tech pulling back on spending
C) Something far more basic
Most people say A or B.
Some of the sharpest money on Wall Street says C.
Business Insider reported that top strategists, the kind managing tens of billions of dollars, are telling clients the real risk to AI isn’t a slowdown in tech spending. It’s something more basic. And much harder to fix.
Want proof they’re onto something? Look at what Big Tech is signing.
Meta, Microsoft, Amazon, and Google have each quietly locked in long-term deals just to keep their AI plans alive. Some run 20 years.
These are the most careful companies on the planet. Nobody signs a 20-year contract for fun. You sign one when you’ve hit a wall.
And there isn’t just one wall. My team found three separate bottlenecks standing between Big Tech and the AI future it’s promised everyone. My new briefing covers what they are, why they’re sticking around, and who’s set up to profit. See all three bottlenecks
Final answer: C.
Don Kaufman
PS: Each bottleneck points to a different company. One wall, one company, three in total. Read what Big Tech already knows