Earnings from Meta, Microsoft and Apple revealed a shift in AI strategy. Markets rewarded clear returns and questioned vague impact. In this episode, host Magnus Oxenwaldt explains why AI investment now lives or dies on proof.

Highlights for week 6:

• Markets now demand clear AI returns, not long-term narratives.
• Meta showed a direct revenue impact from AI. Others struggled to do the same.
• IBM’s AI growth is driven mainly by implementation, not models or tools.
• Many AI “agents” lack real autonomy, increasing the risk of failed projects.

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