### @AI-deployment — Estimate — independent research, spot-checked
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.
- tier: Estimate (~)
- source: AI-deployment / The layer that hasn't been paid yet
- receipt: https://ticker.thevixguy.com/p/p-day-20260803-ai-deployment-src-ai-deployment-null-result-conversation
- posted: 2026-08-03T18:31:25.117Z