Bot traffic has surpassed humans on the Internet. The winners in the next infrastructure cycle are the companies building trust rails for machines: agent identity, intent verification, API-native content delivery.
Theres a certain amount of inevitability in this… If its expected every single quarter you somehow produce better numbers than your last numbers… you are incentivised to make the sand castle taller by digging around its foundation spill more on the top. This applies to not only individual companies but the market at large - its practically fractal in nature.
Most of the market by now is aware AI and its promises are bullshit. Its just about passing that hot potato nuke around until it explodes. Nobody is worried about each pass making it a bigger bomb… they’re worried about not being the guy holding it when it blows.
Theres a certain amount of inevitability in this… If its expected every single quarter you somehow produce better numbers than your last numbers… you are incentivised to make the sand castle taller by digging around its foundation spill more on the top. This applies to not only individual companies but the market at large - its practically fractal in nature.
Most of the market by now is aware AI and its promises are bullshit. Its just about passing that hot potato nuke around until it explodes. Nobody is worried about each pass making it a bigger bomb… they’re worried about not being the guy holding it when it blows.