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		<title>Technology Strategy on AIBussin — AI applications, systems and books</title>
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				<title>The AI Application Gap: Why Capability Is Not Deployment</title>
				<link>https://aibussin.com/post/real/</link>
				<pubDate>Sat, 06 Jun 2026 14:40:59 +0000</pubDate>
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				<description>&lt;h2 id=&#34;capability-is-real-application-is-the-bet&#34;&gt;Capability is real. Application is the bet&lt;/h2&gt;&#xA;&lt;p&gt;The AI economy is no longer theoretical.&lt;/p&gt;&#xA;&lt;p&gt;AI is now showing up in financial statements, capex plans, and reported investment gains.&lt;/p&gt;&#xA;&lt;p&gt;The largest technology companies in the world are not merely talking about AI, demoing AI, or adding AI features to their products. They are booking AI-related investment gains, redirecting capital expenditure toward AI infrastructure, reorganizing product interfaces around AI, and asking investors to value them as AI platform companies.&lt;/p&gt;</description>
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