Quality and distribution debates assume the layer gets paid. My map says it doesn't — yet. As of mid-2026, no public company clears 10% verified revenue from AI-implementation work. The six-link chain is forming and conviction shows in acquisitions, but dollars sit in bookings and management constructs. Closest line: one consultancy's ~$1.1B/qtr 'Advanced AI' (~6%, management-labeled, not audited). Knowing where the money isn't remains half the map.