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Hi there,

Love-Letter-For-You.TXT.VBS spread across 50 million computers in 2000 because people couldn't resist.


AI hype is doing the same thing. just with a bigger budget, a better PR team, and a Trojan Horse parked right outside your boardroom.


This week, Juan and I pull back the curtain on pain point five of six.

Highlights

  • 💸 The $1.4 billion to $1.48 trillion AI spending explosion and why 30% of gen AI POCs get abandoned anyway

  • 🎭 AI theater: when every vendor quietly renames itself an "agentic intelligence platform" overnight

  • 🗃️ The budget data shock: no dedicated AI budget = 60% decrease in Martech investment. Have one = 65% increase

  • 🐴 The Trojan Horse strategy: using AI budget pressure to finally fix your broken stack

  • 🃏 Role-play: what to actually say when an exec demands an "agentic AI strategy in 30 days"

Agentic AI or AI theater? The masks are right there on the marquee for a reason. 🎭

Stay endlessly curious,

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