"AI budget"

Most measurement approaches look at the wrapper around the work, not the work itself.

The reason is not a lack of innovation. It is a matter of direction. The industry has been automating the wrong thing.

The intelligence layer they build doesn’t just serve today’s AI tools; it becomes the solid foundation for whatever comes next.

Enterprise AI vendors know the next sale will be won not only on model quality and capability, but also on control and cost.

Microsoft and Uber both blew past 2026 AI coding budgets in months. Token-based pricing turns engineer-loved tools into runaway costs. Three...