Kedrosky Flags Disconnect in AI Valuations

MarketWatch posted that investor, academic and economist Paul Kedrosky sees a mismatch between high AI company valuations and their expected revenue growth. The post links to a MarketWatch story quoting Kedrosky, who doubts this AI period will prove different from earlier revolutionary technologies that also produced sharp valuation spikes followed by corrections. The report presents his view as a direct observation rather than a broader forecast.