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The stupidity of "XYZ is dead" trade!
Since the time i wrote my last blog post on AI ( AI could be Zoom 2.0 ) around 4 months ago, a lot has changed in the AI world - especially from a markets' standpoint!! Then perceived AI darlings like Oracle, Palantir, Microsoft, Salesforce etc. are down anywhere between 25%-50%! The peak euphoric narrative of "AI will be everything" started seeing some serious reality check. Market participants are now rightfully questioning the (1) sustainability of many "AI native" busines
Sudheer GV
Feb 84 min read
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AI could be Zoom 2.0!
Remember the exuberance around Zoom / Teams during Covid? When the consensus was that this is the "only futuristic way" of meeting...
Sudheer Guntupalli
Sep 27, 20255 min read
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