An Executive Point of View · Apr 2026

Notes from the Frontier.

Notes on the pace of advancement, the scale of investment, and the speed of adoption of AI.

Build it and they will prompt.

Five companies will spend nearly as much on AI infrastructure in 2026 as the US spent building the entire Interstate Highway System — a project that spanned 36 years.

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02 / 0554.6%

Adopted Faster Than Any Technology in History

The PC took 22 years to reach 70% of households. ChatGPT crossed 54.6% in 33 months.

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03 / 055 min → 1 wk

AI Can Work On Its Own for Longer. Exponentially Longer.

Three years ago, you could hand AI a five-minute task and walk away. By next year, a full work week.

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04 / 05200×

Intelligence, Commoditized

The price of frontier-class intelligence halves every three months. Moore's Law halved the cost of computing every two years.

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05 / 051%

Adoption Has Gone Mainstream. Maturity Hasn't.

88% of organizations now use AI. Exactly 1% describe themselves as mature.

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Method

Every figure in this briefing is sourced to a primary document — a peer-reviewed paper, SEC filing, Federal Reserve working paper, or an official agency dashboard. Where analyst estimates disagree, the more conservative number is used and the range is footnoted. Where the honest answer is “too soon to tell,” we say so.