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TLDRocket
26 October 2026
The day’s biggest thread wasn’t another model release—it was money, and who gets it. Apollo Global Management’s latest analysis argues that, outside the biggest tech firms, AI has barely moved the needle: revenue per worker for the S&P 493 has hovered around $550,000 since 2019. Apollo’s implication is blunt: many companies are treating AI spend as a cost center until they can show clearer returns, which helps explain why mainstream adoption often looks like pilot purgatory rather than productive transformation.
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