547 billion in AI in 2025: autopsy of an overheated market

The 2025 AI investment numbers are real. What isn't yet real is the business value generated behind them. Anatomy of a gap that will close abruptly.

547 billion dollars. That's Sequoia Capital's estimate of AI investment in 2025. The investment-to-value ratio in a typical tech bubble peaks at 3-to-1. In 2025 AI, various analyses put it between 7 and 10-to-1.

Not an imminent catastrophe. A compression that's coming.

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