Blog

Your blog category

Forget the AI Bubble Debate. Follow the $730 Billion Money Trail.

Forget the AI Bubble Debate. Follow the $730 Billion Money Trail.

There is a real demand for AI. So is the money. The more relevant question for investors is whether revenue can convert to cash fast enough to keep the capital machine running when money is more expensive. To many investors, the question of whether artificial intelligence is a “bubble” has become too crude to be

Forget the AI Bubble Debate. Follow the $730 Billion Money Trail. Read More »