Party's Over. The AI Market Is Entering Its Accountability Phase

It's been a crazy summer for AI. AI enthusiasm remains high, but the market is starting to ask far harder questions. Semiconductor stocks are in a bear market. IBM’s shares fell sharply. Data-center projects are facing political and community resistance. Enterprises are adopting AI, but many are struggling to turn experimentation into measurable returns.

In this Freestyle Friday episode, I look at why these signals do not necessarily mean an AI winter. Instead, they suggest that AI is moving from a "possibility market" into an "accountability market", where capability, economics, infrastructure, and organizational reality finally have to reconcile. Put another way, things are going to get real.

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