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Applied AI·October 5, 2026·1 min read

AI Spending Rolls On as Tech Wealth Hits Records

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Forward-deployed engineers embedded with customers is a quiet admission: AI value is still trapped in integration, not models. If you’re buying AI, negotiate for on-site or embedded build capacity—otherwise you’re just funding someone else’s capex cycle without getting workflows into production.

Applied AI

Sources: Meta and Microsoft are working to cut their employees' use of Claude; Meta employees using Claude Code have dropped to ~30K from ~60K earlier this year

When large platforms move to wean internal users off a third-party assistant, it’s about data gravity and strategic dependency as much as cost. If your employees are standardizing on external copilots, assume a future where your primary platform vendor nudges—formally or informally—toward its own stack and plan for migration friction now.