Source: Azeem Azhar, Exponential View
The top 1% of US firms are spending $7,450 per employee monthly on AI, compared to $11 for other firms. That gap—nearly 700-fold—reflects unequal access to capital and talent. AI capability will likely concentrate among well-funded incumbents and startups, while mid-market and smaller firms choose between expensive catch-up efforts or accepting narrower competitive scope.