Sources
Squawk Box"Are AI evaluations frothy? Definitely," says @apoorv03. "The questions that I ask are two questions: Is it worth the hype? And how do we navigate that." https://t.co/aXobS2dRfL
Maya ZehaviThere's a schadenfreud going on over how overhyped AI is. The truth is that most AI indicators rely on NVD price & the inflated valuations of AI startups over the last 2 years. So far we've seen only early consumer biz models like ChatGPT, while a lot earnings calls have heeded/
Schwab NetworkThe current A.I. hype cycle is going to lead to a lot of disappointment down the road, says Michael Shaoul about the tech trade. 🗣️ “We’re probably witnessing a massive misallocation of capital.”





