Fighter's World

Jun 14, 2026 · Industry Insights

From Tokens to Value: How Context Becomes the New AI Bottleneck (AI Supercycle’s Solow Paradox)

The article argues that enterprise AI’s biggest obstacle has shifted from model capability to unformalized organizational context, showing that process redesign and agent trace can deliver order‑of‑magnitude productivity gains, while the overall AI value stack inversion will unfold slowly as firms learn to absorb AI.