Three Mega-Trends for AI Companies — and the Warning Signs 1. Valuations far outpace performance Many AI firms are being valued on future promise rather than current profits. For example, companies are raising massive rounds and getting sky-high valuations despite uncertain business models. In Yijing terms: this is Excessive Yang — the peak of expansion without the return of Yin (grounding). In Art of War terms: it’s like advancing troops deep into enemy territory without solid supply lines — risky. For SuperME: It means we must stay rooted in reality, not hype. 2. Massive investment & hype around generative AI infrastructure Billions are being poured into chips, data centres, models — because there’s huge optimism. But there’s also a risk: what if the returns don’t follow? Yijing: This is a “wind before the storm” moment — the calm and surge before possible contraction. Art of War: Building up the arsenal is good, but you need clarity on when and how to deploy it. Super...
by Andy Ng at www.asiatrainers.com (Sales & Management Training) Tel: 65-93672286 Email: andythecoach@gmail.com