If AI vendors get paid for finished work instead of tokens consumed, the revenue models behind today's AI valuations get rewritten, and OpenAI and Salesforce are already testing outcome-based pricing.

Current State of the Union of AI/SI: Most everyone is selling CPM. Cost per thousand tokens + markup. Future State of the Union of AI/SI: Everyone will sell CPA. Accomplish the task, participate in the ROI. In the transition from CPM to CPA, we will debunk much of the current
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A check to every adult citizen carries a price tag above $1 trillion, which means Treasury supply and the inflation path are now tied to the midterm result. Consumer-facing retailers would get the spending, bondholders would get the bill.

If Republicans win the House of Representatives and the Senate in the 2026 Midterm Elections, I’m going to give all adult citizens in the United States of America, $5,000! Thank you for your attention to this matter, and I look forward to signing those checks! https://t.co/YOkESiUBrc
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Market warnings

Is the AI Bull Market About to Crash? This Risk Indicator Is Saying Yes

The AI trade keeps raising the major indexes. The Invesco QQQ Trust (NASDAQ:QQQ) is up 22.02% year to date. The SPDR S&P 500 ETF Trust (NYSEARCA:SPY) has gained 12.86% over the same stretch. Earnings explain part of that rise. A less-watched number shows how investors are paying…