2nd Order Thinkers

2nd Order Thinkers

Weekly AI 2nd Order Takes

Briefing: how big tech sees the future of AI?

Q2 2026 software earnings season, a time for investors to either double down or pull back their money based on a CEO's AI strategy.

Jing Hu
Aug 06, 2026
∙ Paid

Hey,

It’s the earnings season, the best time to understand how the giants view AI and how each chooses to bet on their version of the AI future, cause last time I checked, AI is here to stay.

And a personal note.

Klaas and I have been preparing to move to the US for the last three years; it’s finally happening!

We’ll be landing in Austin, TX, first thin…

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