From AI Hype To AI Math: The Market Just Changed The Rules
For a while, AI felt like a cheat code. Mention AI on an earnings call, announce a bigger data center plan, sign a flashy partnership, and the market filled in the rest. Spend meant ambition. Ambition which meant valuation. That world is gone. Over the past few quarters, markets have quietly flipped from “reward any […]
From AI Hype To AI Math: The Market Just Changed The Rules Read More »
