The State of AI Q2: AI's Second Moment
The AI Daily Brief: Artificial Intelligence News and Analysis
Nathaniel Whittemore
4.7 • 763 Ratings
🗓️ 30 March 2026
⏱️ 23 minutes
🧾️ Download transcript
Summary
NLW kicks off Build Week with the AI Daily Brief's first quarterly State of AI report. From the agentic explosion and Claude Code's revenue surge to the SaaS apocalypse and the Pentagon standoff with Anthropic, this is the full picture of the most consequential quarter in AI since ChatGPT launched — and what to watch heading into Q2.
Presentation: https://q2.aidbintel.com/
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Transcript
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| 0:00.0 | Today we are discussing the state of artificial intelligence in quarter to 2026. |
| 0:05.8 | The AI Daily Brief is a daily podcast and video about the most important news and discussions in AI. |
| 0:14.5 | All right, friends, quick announcements before we dive in. |
| 0:17.2 | First of all, thank you to today's sponsors, KPMG, Blitzy, super intelligentigent, and Robots and Penciles. To get an ad-free version of the show, go to patreon.com slash AI Daily Brief, or you can subscribe on Apple Podcasts. To learn more about sponsoring the show, send us a note at sponsors at AIDailybrief.aI. Now, this week, the deal is that I am traveling with my family, and so the plan is to not be doing our regularly scheduled episodes. |
| 0:41.4 | Instead, this is the AI Daily Brief's Q2 Build Week. |
| 0:45.1 | We're going to have shows with a much more practical bent, including a show all about our new maturity map benchmark, a masterclass on using skills with Newfar Gaspar, and even the ultimate AI |
| 0:54.9 | catch-up guide to share with friends and family who are just getting started on their AI journey. |
| 0:59.5 | Today we're going to kick it all off with something that I wanted to start doing for a while, |
| 1:03.0 | which is a big quarterly state of AI report. You can find the full 87 slides at Q2.aidbintel.com, |
| 1:10.2 | as well as on play.aidlybief.aI. But we'll be going through |
| 1:13.6 | all the highlights here. The big theme, of course, is what we've been exploring all quarter, |
| 1:17.8 | which is the idea of AI's second moment and the implications as the capability gap grows. |
| 1:22.9 | The sources for this, of course, include all of the episodes from the previous quarter, |
| 1:26.6 | all of our Pulse Survey results, plus more than 400 sources that are constantly being explored and |
| 1:31.1 | debated by our team of OpenClaw researchers. |
| 1:33.9 | This was, in short, the most consequential quarter in AI since ChatGBTGPT launched. |
| 1:38.3 | In fact, this is why I'm calling this AI second moment. |
| 1:41.3 | If the first moment was viable AI assistant experiences via chatbots like |
| 1:45.6 | chatGBT, the second moment is all about workable agentic systems. Now, the stakes of the second |
| 1:50.5 | moment are significantly higher than the stakes were back in 2022. The capabilities have scaled |
| 1:55.5 | up dramatically. We've gone from the fastest growing app in history with 100 million users |
| 1:59.8 | in its first five weeks to billions of weekly active users across platforms. |
... |
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