1
No signs of AI payoff outside the tech sector
Despite massive investments and widespread hype around artificial intelligence, the technology has delivered zero financial payoff to corporate America outside of tech. Subscribe for daily updates.
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2
Where is the AI jobs crisis?
If AI were triggering a jobs crisis, we would expect job openings to collapse and unemployment to climb, yet the opposite is happening. Subscribe for daily updates.
3
Tech valuations are back to pre-AI boom levels
The chart below compares the forward P/E ratios for the S&P 500 and the S&P 500 Information Technology sector. Subscribe for daily updates.