AI must not only cut costs. It must create revenues
After a 2025 marked by continuous increases in the prices of stocks most exposed to Artificial Intelligence – an enthusiasm that also lifted the valuation of less exposed companies – 2026 began in a very different way. Within a few days, the share prices of firms producing software for services fell by more than 20%, influenced in part by a report from analysts at Citrini Research and by a blog post from Matt Shumer, CEO and co-founder of Otherside AI. It is easy to be confused by such price movements, especially for those who question investors’ ability to rationally price listed companies ...