$2.9 Trillion wiped out in stocks, $1 Trillion in CapX spend for AI - stay the course, just a mini-bubble in a long 10+ year game - time to keep building 🏗️ but choose wisely as always!
Well said! It’s easy to overreact and demand results from what is still pretty new (AI) way ahead of schedule. To your point, the mini bubbles are good, it’ll polish the technology into critical parts of great solutions. These bubbles will also filter out the “Ai for X” vs “we use AI to solve X, Y, Z problems that enterprises are faced with every day” which exactly what we all need.
Well said! It’s easy to overreact and demand results from what is still pretty new (AI) way ahead of schedule. To your point, the mini bubbles are good, it’ll polish the technology into critical parts of great solutions. These bubbles will also filter out the “Ai for X” vs “we use AI to solve X, Y, Z problems that enterprises are faced with every day” which exactly what we all need.