Opinion

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Illustration of a glowing server rack displaying the words "IMPRESSIVE" and "IS IT PROFITABLE?", next to a profitability-tracking dashboard, a robotic arm on a 0-to-8-hour timeline labeled "agentic arm," a person at an "automated audit station," and a funnel labeled "Value Capture" draining currency symbols.
opinion

The extraction phase of AI has begun, and it's a healthier place to be than the hype ever was.

Two AI labs have filed trillion-dollar IPOs. The industry has quietly stopped asking whether AI is impressive and started asking whether it's profitable, a far more uncomfortable question.

TAS•1 day ago