Future Ready Leadership With Jacob Morgan $650B AI Spending, Worker Protests, and a Trillion-Dollar Selloff — What's Going On?
Feb 6, 2026
A deep dive into Big Tech's planned $650B AI buildout and how that flood of capital is reshaping markets. A look at widespread software selloffs as advanced models threaten existing business models. Coverage of frontline healthcare workers pushing back against AI use and new state rules forcing employers to rethink algorithmic oversight.
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AI Investment Is A Capital Regime Change
- Big tech plans to spend about $650 billion on AI infrastructure in 2026, marking a 50–60% year-over-year jump.
- Concentrated capital investment will force CFOs to demand measurable returns and tighten organizational control.
Host's Frustrating Tests Of Popular AI Tools
- Jacob Morgan describes repeatedly testing ChatGPT, Gemini, and Grok and finding them unreliable on dates, sources, and memory.
- He warns that rolling such tools out broadly risks bad decisions when employees rely on them for important tasks.
AI Mirrors Past Infrastructure Booms—Faster
- Historical tech shifts (railroads, electrification, internet) had long infrastructure phases followed by reorganizing work.
- AI compresses that cycle into months/years and concentrates costs in a few firms, changing organizational behavior.
