FROM TOKEN CAPITAL GROUP

Thesis notes, market commentary, and research.

Waterfall chart: an illustrative business valued at $16.7 million without AI and $25.0 million with a proper AI implementation, showing the contribution of growth, cash conversion, risk and long-term growth.

Thesis · October 2026

The AI Value Premium

Why a business that implements AI properly should be worth more, and why most of that value arrives years after the first ROI calculation.

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RECENT INSIGHTS

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AI The Translation Gap: Why Adoption Rates Do Not Predict Value August 2026 AI Why the Standard ROI Model Underprices AI June 2026 Research The Two-Act Democratization of Artificial Intelligence May 2026 Thesis Small Businesses Are Closing the AI Adoption Gap May 2026 AI The Gap Between the AI Narrative and the Data May 2026 Research The Structural Stratification of the 2026 AI Economy May 2026

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