A new survey conducted by the U.S. Census Bureau and reported on by Apolloseems to show that large companies may be tapping the brakes on AI. Large companies (defined as having more than 250 employees) have reduced their AI usage, according to the data (click to expand the Tweet below). The slowdown started in June, when it was at roughly 13.5%, slipping to about 12% at the end of August. Most other lines, representing companies with fewer employees, are also at a decline, with some still increasing.
So instead of bursting the bubble is slowly deflating?
Bubble is build upon potential of the investment. It’s unlikely that AI is near its invested potential which means declining usage might actually be an indicator that the bubble is about to pop. A few big investors think the potential has been reached and pull out and then it cascades into a crash.
That’s user rates, not the stock price