Cracks in the AI Thesis Part 2
Cracks in the AI Thesis Part 2Ara KharazianSep 09, 20263678ShareDear Colleagues: Today’s letter includes my monthly update of Ramp AI Index, our flagship research using spend data from Ramp to track how American businesses are using AI. Last month, I wrote a post called Cracks in the AI Thesis, in which I presented my view that rising adoption of cheaper models and mediocre adoption of Fable 5, posed a threat to the model companies, which rely on rising business spend on frontier models. This post is an update with my latest thinking.Extras from Ramp data:I’m hiring!
- ▪Cracks in the AI Thesis Part 2Ara KharazianSep 09, 20263678ShareDear Colleagues: Today’s letter includes my monthly update of Ramp AI Index, our flagship research using spend data from Ramp to track how American businesses are using AI.
- ▪Last month, I wrote a post called Cracks in the AI Thesis, in which I presented my view that rising adoption of cheaper models and mediocre adoption of Fable 5, posed a threat to the model companies, which rely on rising business spend on f
- ▪This post is an update with my latest thinking.Extras from Ramp data:I’m hiring!
Hacker News (AI / LLM) files mainly under ai. We currently carry 5,995 of its stories.
Story provenance
Source · retrieval · rights · ranking — open for full record
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Story provenance
Attribution is not the same as permission. This drawer separates discovery metadata, excerpts, WeSearch-generated summaries, reuse status, and whether the publisher receives the visit. Nothing here claims a legal grant the publisher has not made.
Record
| Original publisher | Hacker News (AI / LLM) |
| Canonical URL | https://econlab.substack.com/p/ai-index-sept-2026 |
| Publication time | Tue, 22 Sep 2026 13:54:45 +0000 |
| Retrieval time | 2026-09-22T14:03:51.714Z |
| Last seen | 2026-09-22T14:03:51.714Z |
| Headline source | Publisher (no WeSearch rewrite) |
| Excerpt source | publisher body |
| Excerpt method | First ~120 words (~800 chars) of extracted publisher body, fair-use limited. |
| Summary | WeSearch · cerebras-chat (WeSearch summarizer) |
| Summary source text | contentText |
| Citation coverage | Summary is a WeSearch-generated derivative; primary citation is the original publisher URL. |
| Cluster | BtA3X_RIpt5X · 1 stories |
| Cluster logic | Grouped by semantic title/content similarity across sources within a rolling window. Same-publisher template collisions are excluded from coverage comparison. |
| Ranking reason | Story pages are not engagement-ranked. Hub feeds use recency, with optional source-diversified chronological ordering (cap consecutive stories per source). No personalized ranking. |
| Publisher visit | Yes — open original |
| Substitutes article? | No — link-out required for full text |
Rights status (four layers)
WeSearch handling by dimension
| Indexing | May the item be indexed (stored, ranked, made findable)? | Allowed |
| Snippet | May a short excerpt of the publisher's text be shown? | Allowed |
| AI summary | May WeSearch generate its own short summary of the article? | Limited |
| Retrieval / RAG | May the content be exposed for third-party retrieval-augmented generation? | Not asserted |
| Model training | May the content be used to train AI models? | Not asserted |
| Commercial reuse | May the content be reused commercially? | Not permitted |
Basis: Derived from the published RSS/Atom feed. Contact: [email protected]. Reviewed: 2026-07-24.
Opening excerpt (first ~120 words) tap to expand
Cracks in the AI Thesis Part 2Ara KharazianSep 09, 20263678ShareDear Colleagues: Today’s letter includes my monthly update of Ramp AI Index, our flagship research using spend data from Ramp to track how American businesses are using AI. Last month, I wrote a post called Cracks in the AI Thesis, in which I presented my view that rising adoption of cheaper models and mediocre adoption of Fable 5, posed a threat to the model companies, which rely on rising business spend on frontier models.
…
Excerpt limited to ~120 words for fair-use compliance. The full article is at Hacker News (AI / LLM).
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