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AI is dead. Long Live AI.
Blain’s Morning Porridge July 29th, 2026 - AI is dead. Long Live AI.
“Remember…. All I am offering is the truth. Nothing more.”
Markets are all-a-wobble as the AI revolution morphs from a picks and shovels Klondike into a “who is going to make most money” proposition. About time. Who will be the winners and losers in the long-term. In the short-term there is going to be pain and losses as the current high-water retreats.
Key takeaways this morning:
Apple becomes No 1 Stock because it stood still.
Winners will be firms that best integrate AI into their business and boost the bottom line…
The skinny
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