Comment by cryo32
1 day ago
This is never going to materialise. It’s dead in under 2 years.
The market is shrinking and saturated already and it’s not because of AI gains but geopolitical instability and supply chain issues, some of which are caused by AI spending and stupid ass PE firms refocusing on AI supply chains.
Only our pensions and futures burning.
What do you mean by the market is shrinking?
Literally revenue is collapsing in most sectors. Technology purchasing is declining. Service models are failing to turn a reasonable ROI.
People stopped buying shit.
Wait do you have any numbers to back this up? Every number that I've seen contradicts this. Most sectors have positive revenue growth, even non tech sectors. Technology purchasing is increasing in every bucket (software, IT services, devices, communications, and of course DCs). Retail and food-service sales are up MoM and YoY. Personal consumption is up 0.2% in real terms. I assume by service models you're just talking about AI? I actually may agree with you but this is clearly not true for long if it is true today.
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It's consolidating into fewer, higher value assets. Over 40% of the S&P500 is in companies that are heavily (potentially over) invested in AI.
tech companies have grown disproportionately to other industries, but that says nothing about the growth in other industries
- S&P has a Q1 2026 blended revenue growth of 11.3% according to FactSet - most sectors are growing, not just tech