“2026 is the ‘show me the money’ year for AI. Enterprises will need to see real ROI in their spend, and countries need to see meaningful increases in productivity growth to keep the AI spend and infrastructure going.”
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This shifts advantage toward Domain Specialists (proven enterprisevalue) and Focused Experts (clear productivity gains) over pure model providers still burning cash.
2. The Distribution Advantage
“Once ‘good enough’ intelligence is everywhere, usage flows to wherever it’s most convenient.”
Google’s distribution (Search, Chrome, Workspace, Android) and Domain Specialists’ workflow presence become more valuable than model benchmarks. Distribution drives usage, usage generates feedback, feedback improves the product.
3. The “Do More With Less” Challenge
Anthropic’s disciplined approach versus OpenAI’s $1.4 trillion infrastructure commitments represents a fundamental strategic divergence.
“The winner of the next phase may be the lab that can keep improving while spending in a way the real economy can sustain.”
4. The Agent War
Salesforce and ServiceNow are competing for the “Agentic Operating System”—the central layer of intelligence managing enterprise workflows.
The immediate implication: Workflow ownership may prove more valuable than model ownership. The company that controls how work gets done captures value regardless of which model powers the agents.
5. The Infrastructure Pivot
By 2026, inference will account for two-thirds of all AI compute (up from one-third in 2023).
This shift favors architectures with massive memory capacity and creates openings for AMD and specialized chips. NVIDIA’s training dominance faces more competition in the inference era.
Gennaro is the creator of FourWeekMBA, which reached about four million business people, comprising C-level executives, investors, analysts, product managers, and aspiring digital entrepreneurs in 2022 alone | He is also Director of Sales for a high-tech scaleup in the AI Industry | In 2012, Gennaro earned an International MBA with emphasis on Corporate Finance and Business Strategy.
