Part 4/14:
It’s paradoxical—groupthink often labels markets as bubbles exactly when enthusiasm is high. Yet, in AI, the real-world demand and financial results seem to contradict such notions. Leading AI companies, some with trillion-dollar valuations, report faster-than-expected growth and efficiency gains—driving profitability with fewer employees. In essence, these companies are becoming more valuable precisely because they are more productive and efficient, not due to hype-driven speculation.