AI Is in the Trough of Disillusionment — And That’s Where the Smart Money Is Going
The AI trough of disillusionment has arrived — yet AI spending surges 44% to $2.52 trillion. With less than 30% CEO satisfaction on GenAI ROI, the trough separates hype-driven adopters from disciplined investors. Learn the 70/20/10 portfolio framework, why incumbents dominate trough-era purchasing, and how to position for real returns.