{"id":23883,"date":"2026-09-09T14:06:34","date_gmt":"2026-09-09T14:06:34","guid":{"rendered":"https:\/\/scannn.com\/cracks-in-the-ai-thesis-part-2\/"},"modified":"2026-09-09T14:06:34","modified_gmt":"2026-09-09T14:06:34","slug":"cracks-in-the-ai-thesis-part-2","status":"publish","type":"post","link":"https:\/\/scannn.com\/lv\/cracks-in-the-ai-thesis-part-2\/","title":{"rendered":"Cracks in the AI Thesis Part 2"},"content":{"rendered":"\n
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Dear Colleagues<\/span><\/strong>: Today\u2019s letter includes my monthly update of <\/span>Ramp AI Index<\/span><\/a>, our flagship research using spend data from Ramp to track how American businesses are using AI. Last month, I wrote a post called Cracks in the AI Thesis, in which I presented my view that rising adoption of cheaper models and mediocre adoption of Fable 5, posed a threat to the model companies, which rely on rising business spend on frontier models. This post is an update with my latest thinking.<\/span><\/p>\n

Extras from Ramp data:<\/p>\n