This is conjecture, but I'm fully expecting a correction, if not a recession. Fortune 500 has gone all-in on AI and set high expectations for increased efficiency. So far, that boost has not come, but Wall Street has been patient. But if you fast forward a few quarters, I wonder if investors will lose their patience and wonder why we're all still burning cash.
BTW, I'm long-term bullish on AI, I just think companies have gotten over their skis in the short-term.
BTW, I'm long-term bullish on AI, I just think companies have gotten over their skis in the short-term.