The @SemiAnalysis_ team gives two examples why we're still so early with AI adoption outside of the tech bubble: 1. $1,500/month token budgets at Fortune 500 tech companies: SemiAnalysis Tokenomics co-lead @SaasquatchC explains that a lot of engineers don't even hit that budget at these big, older companies, and that traditional back-office work is lagging behind, as well. 2. The "AI-pilled" person at a wedding using Microsoft Copilot: SemiAnalysis President @fabknowledge went to a wedding this weekend in Fort Worth, Texas. He met someone who claimed to be AI-pilled, so of course he wanted to talk to Doug about AI. He told Doug the technology is crazy, and he couldn't believe the rest of the world wasn't talking about it. When Doug asked what he used, he said Microsoft Copilot.