Infographic from Exponential View 2025 titled ‘Two reds = trouble, AI boom or bubble panel.’ It displays five dials measuring AI sector health: economic strain, industry strain, revenue growth, valuation heat, and funding quality. Most gauges are in the safe green zone, with industry strain in yellow.
GenAl isn't there yet. Racing fast, the engine is whining, but not overheating. How long would it take for two gauges to get into the red? I've toyed around with combinations, and most scary scenarios take a couple of years to play out. (And not all scenarios are scary.) That said, so many macro factors, from a recession in the US, to rising inflation, a challenging interest-rate environment, and domestic or international politics, could dampen spirits. While we might not be solidly in bubbleland, it would be hubristic to assume the Al investment cycle is immune to those exuberant dynamics.
Onward. For now.
🫧 Is AI a bubble? https://www.exponentialview.co/p/is-ai-a-bubble (long read but worth it. I like the historical comparisons) #AI #forecasts #economy #booms #bubbles