AI spending among US companies just hit a wild inflection point.
Top 1% of businesses: $7,400/employee/month on AI (July)
Top 10%: $650/employee
Median firm: $11.95/employee
That's a 600x gap between the top 1% and typical companies. And it's widening fast.
What's more striking: the top 1% were spending under $1,000/employee just early last year. That's a 7x jump in ~18 months.
This isn't just adoption. It's concentration. A small group of companies are betting huge on AI infrastructure, tooling, and talent while most businesses are barely dipping their toes in.
Two takeaways:
1. The AI arms race is real, and it's expensive. Leaders are pulling away fast.
2. If you're investing in AI-related stocks, follow the money. The winners will likely be the ones selling picks and shovels to that top 1%, not the median firm spending $12/month.
This gap will define competitive advantage for the next decade.
Top 1% of businesses: $7,400/employee/month on AI (July)
Top 10%: $650/employee
Median firm: $11.95/employee
That's a 600x gap between the top 1% and typical companies. And it's widening fast.
What's more striking: the top 1% were spending under $1,000/employee just early last year. That's a 7x jump in ~18 months.
This isn't just adoption. It's concentration. A small group of companies are betting huge on AI infrastructure, tooling, and talent while most businesses are barely dipping their toes in.
Two takeaways:
1. The AI arms race is real, and it's expensive. Leaders are pulling away fast.
2. If you're investing in AI-related stocks, follow the money. The winners will likely be the ones selling picks and shovels to that top 1%, not the median firm spending $12/month.
This gap will define competitive advantage for the next decade.