AI Summary
The piece examines whether the current artificial intelligence sector represents a genuine technological revolution or an overvalued bubble by analyzing key charts and market data from recent quarterly reviews. The author addresses widespread investor concerns about AI valuations and attempts to distinguish between speculative hype and substantive technological progress through data visualization and analysis.
Perhaps the question I hear asked most often is: “Are we in a bubble?” and “What’s happening with this artificial intelligence thingie?”I picked a few of my favorite charts that shed light on this issue. All of these were pulled from my Q3 Review & Update quarterly call, which I do for…