Author observes daily AI use by retail users and integration into business workflows. Durable demand and consumer willingness to pay supports AI/tech revenue growth. Long technology sector as a broad proxy for AI adoption and pricing power. AI monetization disappoints, free-tier restrictions push users away, or AI competition pressures margins.
Author observes daily AI use by retail users and integration into business workflows. Durable demand and consumer willingness to pay supports AI/tech revenue growth. Long technology sector as a broad proxy for AI adoption and pricing power. AI monetization disappoints, free-tier restrictions push users away, or AI competition pressures margins.