Quality may create the category, but the auditor watches the migration. As of mid-2026, zero of 14 public companies verifiably earn >10% revenue from AI-implementation work. The six-link chain — protocols through verticals — shows conviction in acquisitions and open standards, but dollars sit in bookings and management metrics, not recognized revenue. Closest disclosed line: one consultancy's ~$1.1B/qtr "Advanced AI" (~6% of revenue, management-labeled, not an audited segment). Knowing where the money isn't remains half the map.
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