This Next Round of AI Adoption is Going to Make Some Smart Investors Very Rich…
Investors may not have as much time as they think, as Artificial Intelligence rapidly integrates into the Internet of Things and begins collapsing the software stacks businesses rely on every day.
Readers,
By the time you hear about most stock ideas, let’s face it: the easiest part of the move has usually already happened.
The first AI craze was no different. Chips, computers, robotics, data centers and the infrastructure required to build AI became some of Wall Street’s most obvious winners.
But infrastructure was only Act I. Today, companies everywhere are scrambling to bolt AI onto existing software stacks just to remain relevant.
The next phase should look very different. Instead of adding another tool, companies will increasingly use AI agents to eliminate layers of the stack altogether, replacing disconnected applications with systems that can create, communicate, analyze and act from one environment.
That is where small companies with big ideas can become very interesting. One such company has just released a unified digital communications platform designed to eliminate dozens of disconnected applications and provide the infrastructure for AI agents to eventually operate the entire system.
And this is where the story begins to get interesting.
Totaligent Inc. (OTC: TGNT)
Wait Till You See
What They Built!
The original AI trades were just the opening act. Memory chips, data centers and GPUs were clear winners in Act I. Now that infrastructure is in place, the opportunity is moving downstream into commercial applications.
Fortunes were made in the companies building the machines. Act II could reward companies using those machines, AI and agents to attack inefficient business models and replace layers of expensive software with unified systems.
Wall Street may act as though the AI revolution has already been priced in.
McKinsey are among the experts who say otherwise.
“Most organizations are still early in their AI journeys.”
-McKinsey & Company
The first phase gave companies access to AI tools. The next phase will give AI access to the infrastructure required to actually perform the work—connecting data, communications, creative, advertising, attribution and analytics into complete workflows.
And that is where Totaligent’s story gets very interesting.
Totaligent Inc. (OTC: TGNT)
The Totaligent Platform
One Audience. Every Channel. One Source of Truth.
The AI Revolution has Fired Its First Shots at the Software Stack. Communications and Advertising are in Its Sights.
Mass communications has always been reshaped by technology. From the switchboard and telephone to answering systems and digital call operations, each major leap made yesterday’s communications infrastructure look slower, more fragmented and more expensive.
Now AI is setting up the next wave of compression.
Mass Communications and Marketing Became the Problem.
Before AI, the frustration of running large-scale communications and advertising campaigns was obvious to anyone who had to manage them.
It was always one more account: another email platform, another SMS provider, Bitly for links, another landing-page tool, better analytics, push notifications, another API connection, a data management platform, another login to manage and, often, another person required to make it all work.
Then came the secondary costs. Every upgrade brought another upcharge. Designers were needed for ads, landing pages and content. Deliverability had to be managed. More people were needed to operate the systems at scale.
And when deliverability declined or ROI weakened, parts of the stack often had to be rebuilt, reconfigured or replaced, creating a constant churn of time and company cash.
The problem was never a lack of marketing tools.
The problem was that the tools never worked together as one system.
A small number of companies saw this compression coming years before the current AI wave made it obvious. One of them is Totaligent (OTC:TGNT).
While the industry kept selling one more disconnected tool, Totaligent was already assembling the infrastructure layer designed to make many of those separate tools unnecessary: a single omnichannel foundation combining email, SMS, voice, push notifications, short links, cookies, programmatic, PPC, social and audience data inside one system.
