Saad Ullah
⬤ Anthropic is weighing in on whether the AI sector looks like a bubble. President Daniela Amodei broke the discussion into two parts: tech performance and business adoption. On the tech side, AI models keep improving at a steady clip with no signs of slowing down.
⬤ But the business side tells a different story. Companies are testing AI tools, but rolling them out takes time. The gap isn't about what the technology can do—it's about how fast organizations can actually put it to work. That means reworking operations, building new workflows, and training people.
⬤ The biggest roadblock isn't the AI itself—it's human and organizational. Companies need to navigate regulatory reviews, internal governance, system redesigns, and cultural shifts before they see real results. This comes as Anthropic, OpenAI, and others keep expanding their products and partnerships across the market.
⬤ There's a clear split between AI hype and actual revenue growth. For investors, the takeaway is straightforward: technical progress isn't stalling, which supports the long-term AI growth story. But commercialization depends on execution, readiness, and risk management—not just better models.
Saad Ullah
