What we saw in today’s mega-cap earnings reports is the exact manifestation of my Industrial Intelligence thesis: the transition of intelligence from a scarce human trait to industrial-grade utility through foundational infrastructure.

Can you take the "AI bubble" argument… https://t.co/tDfqnWzoqB pic.twitter.com/9PejGexAhc

— Nina Schick (@NinaDSchick) 30 avril 2026

What we saw in today’s mega-cap earnings reports is the exact manifestation of my Industrial Intelligence thesis: the transition of intelligence from a scarce human trait to industrial-grade utility through foundational infrastructure. Can you take the "AI bubble" argument

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