Since the time i wrote my last blog post on AI ( AI could be Zoom 2.0 ) around 4 months ago, a lot has changed in the AI world - especially from a markets' standpoint!! Then perceived AI darlings like Oracle, Palantir, Microsoft, Salesforce etc. are down anywhere between 25%-50%! The peak euphoric narrative of "AI will be everything" started seeing some serious reality check. Market participants are now rightfully questioning the (1) sustainability of many "AI native" busines
