I’d wager that investment in AI is holding the rest of the sector down. AI is getting 100s of billions, most of it getting burned on compute, because everyone expects/hopes AI is going to be successful. Meanwhile, companies need to hire experienced devs at enormous expense to clean up the vibe coded slop.
I’d wager that investment in AI is holding the rest of the sector down. AI is getting 100s of billions, most of it getting burned on compute, because everyone expects/hopes AI is going to be successful. Meanwhile, companies need to hire experienced devs at enormous expense to clean up the vibe coded slop.