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Over the last few months, Wall Street has been telling two somewhat contradictory stories about artificial intelligence. On one side, investors worry that the industry is in the latter stages of an investment bubble—overhyped, overleveraged, and massively overcommitted to a multitrillion-dollar data center adventure that might not pay off. On the other side are fears that the revolution has already arrived, and that it’s only a matter of time before large swaths of the economy are rendered obsolete—beginning with the software companies most exposed to A.I.
