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Applied AI·October 3, 2026·1 min read

LinkedIn cofounder says AI infrastructure is the 'only reason we're not in a recession'

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If AI data center buildout is propping up macro numbers, then AI infra is also a concentrated cyclical risk. Enterprise buyers should stress-test plans against a scenario where hyperscaler capex growth slows sharply in 12–24 months.

Applied AI

Sources: Epic has delayed the release of an upcoming game, instructing developers to implement an "AI first" production model with "no more hand-written code"

Mandating “no more hand-written code” is a governance experiment, not just a tooling choice — Epic is testing whether a AAA pipeline can be rebuilt around AI as the default author. If this works even partially, creative orgs will feel pressure to redesign workflows, review, and IP policies around AI-native production rather than sprinkling assistants on top of legacy processes.