The Kobeissi Letter(@KobeissiLetter):AI adoption is spreading far beyond tech: 80.6% of US technology and media businesses now have paid AI subscriptions, the highest percentage on record. Finance and insurance companies follow at 73.1%, up from ~60.0% in December 2025. Meanwhile, 60.4% of US manufacturing firms are paying for AI subscriptions, their highest proportion on record and the 3rd-highest among major sectors. This percentage has nearly doubled since the start of 2025. Over the same period, the proportion of retail companies paying for AI subscriptions has risen +20 percentage points, to a record 49%. Non-tech firms are now quickly adopting AI.

The Kobeissi Letter

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The Kobeissi Letter@KobeissiLetter

2026.09.05 21:55

AI adoption is spreading far beyond tech: 80.6% of US technology and media businesses now have paid AI subscriptions, the highest percentage on record. Finance and insurance companies follow at 73.1%, up from ~60.0% in December 2025. Meanwhile, 60.4% of US manufacturing firms are paying for AI subscriptions, their highest proportion on record and the 3rd-highest among major sectors. This percentage has nearly doubled since the start of 2025. Over the same period, the proportion of retail companies paying for AI subscriptions has risen +20 percentage points, to a record 49%. Non-tech firms are now quickly adopting AI.