AI Product Economics Maturation

ICONIQ Q2 2026 exec survey (~305 AI-building software companies): AI crosses from experiment to P&L line — AI products 32%→42% of revenue, gross margin 45%→53%→59%, consumption/outcome pricing rising (blending 1.7 models), provider mix reshuffled (Anthropic 51%→81%, now #1), internal AI spend 11%→16% of revenue with hard-to-predict cost overruns, and FDEs monetized as a permanent revenue-driving GTM motion — forward-year figures are self-reported projections, prediction-grade