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Applied AI·May 24, 2026·1 min read

AI just hit its COVID shutdown moment

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When SpaceX’s IPO chatter and Anthropic’s revenue numbers get framed as a 'COVID moment,' it means capital has decided AI is macro, not niche. If you’re still treating AI as an experiment line item, assume your competitors are now budgeting it like cloud in 2012 — core infra, not optional feature.