The thing about investment bubbles is that the irrational exuberance occurs because there is a genuine sense that big things are possible. Since 2010, there has been some sense that an Internet bubble is forming, that expectations are unrealistic. Of course, that is the excessive side of the belief that something big is afoot. We probably have both at the moment: a time when some truly new and big things are coming, and the near certainty that valuations are too rich and that too many firms will be funded.
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It's Actually Too Early to See Widespread AI Productivity Gains
“Today, you don’t see AI in the employment data, productivity data or inflation data,” says Torsten Slok , Apollo chief economist. “Similar...
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We have all repeatedly seen comparisons of equity value of hyperscale app providers compared to the value of connectivity providers, which s...
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It really is surprising how often a Pareto distribution--the “80/20 rule--appears in business life, or in life, generally. Basically, the...
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One recurring issue with forecasts of multi-access edge computing is that it is easier to make predictions about cost than revenue and infra...
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