Welcome. Today’s intelligence scan reveals a definitive shift in the AI economy: the move from pure subscription revenue to ad-supported models is officially underway. Simultaneously, geopolitical friction—from Greenland to the Red Sea—is forcing a re-evaluation of global supply chains. Market Sentiment: Volatile. Equities and bonds are selling off globally as the "Greenland tariff" threat introduces new friction with European allies. However, the Tech sector remains laser-focused on infrastructure build-outs and new monetization layers ( Bloomberg , Axios ). The Tech Strategy Digest 1. OpenAI’s Monetization Pivot OpenAI has begun offering ad inventory to a select group of advertisers, charging based on "views" rather than the industry-standard "clicks." This trial, launching in early February, asks for commitments under $1 million and signals the start of a self-service ad platform ( The Information ). Strategic Implication...
Welcome. Today’s briefing signals a maturing of the AI ecosystem. We are moving from software hype to hard infrastructure reality—whether it’s the physical constraints of the US power grid or the installation of quantum hardware in Bengaluru. The era of "AI Utility" is being built on heavy metal. Tech Sentiment: Focused. The market is rewarding efficiency and infrastructure over experimentation. Layoffs at Meta’s Reality Labs contrast sharply with massive investments in grid connectivity and specialized AI hardware ( The Workers Rights ). Global Tech Digest Enterprise AI: The GPT-5.2 Integration ServiceNow has announced a deepening of its partnership with OpenAI, integrating new "GPT-5.2" models directly into enterprise workflows. This move aims to automate complex decision-making across IT and HR functions rather than just generating text ( OpenAI ). Strategic Implication: This is t...