🔮Everyone's looking for a bubble. No one sees the stampede.
“Five months ago, we offered the only evidence-based framework to answer the question that was taking way too much space: is AI a bubble?
To get to the bottom of it through evidence rather than vibes, we tracked the five areas we believe are crucial to understand the AI investment cycle. Our indicators are: economic strain, industry strain, revenue momentum, valuation heat, and funding quality.”
This article discusses the shift in perception from AI being a bubble to it being a stampede, highlighting the rapid growth in AI revenue and enterprise adoption. It emphasizes that while concerns about overinvestment exist, the real risk is underinvestment in AI. The article provides evidence of AI's impact on revenue growth and operational efficiency in various industries, suggesting that AI has transitioned from experimentation to infrastructure.
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