Safety
The consensus of analysts is that AI capital investments will rise by 20% a year for five years while revenues are expected to grow 15% resu…
The consensus of analysts is that AI capital investments will rise by 20% a year for five years while revenues are expected to grow 15% resulting in negative returns. 'The AI boom will become a story
The consensus of analysts is that AI capital investments will rise by 20% a year for five years while revenues are expected to grow 15% resulting in negative returns. "The AI boom will become a story of one of the largest destructions of shareholder value in history."
Source: Gary Marcus (X) | 2026-05-20