The AI Stack
The AI Stack. During the California Gold Rush, hundreds of thousands went looking for gold. Very few found it. Most miners made little or nothing. But some people made reliable money: the ones selling the equipment. Your browser does not support the audio element. Striking Gold Gold miners needed tough clothing that wouldn’t rip, and […]
AI Disruption
AI Disruption & War. This market is getting more and more frustrating. AI is going to transform everything – business, education, society – and instead of working out how we are going to use it to improve our lives we are busy chasing our tails and wringing our hands. (Can you do both at once? […]
AI & the Dow
AI & the Dow. The Dow reached a new milestone (50,000), and stayed above it for four days – then retreated. Why? The usual ‘AI bubble bursting’ explanation. I’ve been pondering the effect AI is going to have in business and society, which I think is going to be massive. Your browser does not support […]
AI: Hype & Bubble?
AI: Is it all Hype & Bubble? The market went down last week (until Friday), and much of the drop was due to AI stocks. Why? Because a report was published, producing scary headlines: MIT study shatters AI hype: 95% of generative AI projects are failing 95% of firms gain zero return from generative […]
AI and ITM
AI and ITM. Sitting on the verandah at the Galle Face hotel in Colombo waiting to go to the airport for my flight home, I was pondering my future – well, the next 12 months to be precise. I’ve been considering some ideas: Writing one last book, combining the bull and the bear and bringing […]
AI: Bubble or Hype?
AI: Bubble or Hype Cycle? Tariffs and market volatility are starting to become the new normal; market fluctuations have become yesterday’s news. Instead, we have the return to the AI ‘bubble’ and dire warnings about following the ‘tech wreck’ of 25 years ago. But is it a bubble? Market bubbles occur when there is a […]