Belief in enterprise AI deployment as the binding constraint hardened further, with BBUC committing $500 million alongside OpenAI to a dedicated deployment company, framing change management as the bottleneck over technology or capital.
Tessara post-call read · synthesized from the earnings-call transcriptreported May 8, 2026
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What moved, what it means for the thesis, and the signal others missed. Every name you cover, the night it prints.