Is AI Monetization Finally Catching Up to Capex?

Preview text: Is AI Monetization Finally Catching Up to Capex? The names most associated with the AI…

Friday, Jul 17, 2026 at 8:45 AM EasternMailchimp

Beth KindigIs AI Monetization Finally Catching Up to Capex?

Image not available

No image available for this email.

Subject: Is AI Monetization Finally Catching Up to Capex?
Preview text: Is AI Monetization Finally Catching Up to Capex? The names most associated with the AI…
From: newsletter@io-fund.com
Brand: Beth Kindig
ESP: Mailchimp
Sent: Fri Jul 17, 2026, 8:45 AM ET
Sent to: beth.technology, io-fund.com
Size: 153 KB
Images: 26
Links: 50, 7 of them buttons
Subject length: 48 characters

Against Beth Kindig's usual

Sent in its busiest hour, 8 AM, which holds 59% of its emails. The subject is 48 characters; its average is 57.

Email headers

What the brand's servers put on this email. Our receiving servers, the address we subscribed with and unsubscribe links are left out.

from mail154.atl101.mcdlv.net [198.2.130.154] by our receiving server with ESMTPS
from localhost [127.0.0.1] by mail154.atl101.mcdlv.net with ESMTP

Other sending headers (names only): X-Campaign, X-campaignid, X-Report-Abuse, X-MC-User, X-Accounttype

	Jul 31, 2026 8:45 AM	AI Token Demand is Shattering Forecasts - Here are the Beneficiaries
	Jul 26, 2026 9:37 AM	TSMC's Bottleneck Could Be Intel's Opening
	Jul 19, 2026 8:45 AM	Big Tech’s Free Cash Flow is Turning Negative – Who's Next?
	Jul 17, 2026 8:45 AM	Is AI Monetization Finally Catching Up to Capex? (this email)
	Jul 13, 2026 11:02 AM	Why Nvidia’s Next AI Battle Is About Tokens per Watt
	Jun 26, 2026 8:44 AM	Micron Is Up 900%. Here’s Why the AI Memory Trade May Still Have Room to Run
	Jun 19, 2026 8:45 AM	Why the S&P 500 Ignored the Iran War — What Could Break the Rally