AI Industry Analysis: Crawlers, Ads & Citations
How the economics around AI systems are shifting — crawler bargains, answer-engine advertising, and the citation layer that now sits between publishers and readers.
- China AI 2026: Following the Path America Built — Sep 14, 2026
Anthropic named seven Chinese labs running industrial-scale Claude distillation in 2026. What they took, what they could not, and where China already leads. - 6G and AGI 2026: Why One Company Sells Both — Aug 21, 2026
6G and AGI converge because capital forces it: telecom capex falls 2% in 2026 while five AI firms spend over $600B. One company already owns both layers. - LLM Price War 2026: Who Is Paying for Your Discount — Aug 21, 2026
CoreWeave raised compute prices 25% in July, citing component costs. Token prices fell anyway. Five snapshots, 48 models, and the gap capital is paying for. - AI Crawler Ecosystem 2026: Who Scrapes the Web and Who Pays — Jul 17, 2026
Machines now generate 57.5% of web HTML traffic. Who the AI crawlers are, what they take per visitor sent, and how pay-per-crawl rewrites the web's deal. - ChatGPT Ads 2026: AEO Traffic and Reddit Citations — May 17, 2026
ChatGPT launched ads on Feb 9, 2026 at $60 CPM. AI traffic converts 4–23x better than organic. Reddit drives 40% of AI citations across all major platforms.