Understanding the AI Industry Shakeout: What 2026 Holds for Market Leaders
There is a particular kind of fatigue you can feel in the AI market when capital starts to tighten. It shows up in procurement meetings, in product roadmaps quietly getting trimmed, and in the way leadership teams talk about “runway” instead of “scale.” Even people who still believe in the long-term value of AI can feel the mismatch between what the demos promised and what budgets will actually fund. In 2026, that mismatch will not disappear. It will get sorted. The AI i
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