Indian Entrepreneur@indianentrepreneurDoubts are growing over whether tech firms can earn enough from their huge AI spending. Goldman Sachs says the next 18 months will be a key stretch for the sector.
Social Capital founder Chamath Palihapitiya said almost no companies can yet tie profit gains to AI, and expects the next period to separate viable AI business models from unsustainable ones.
Lenders are getting pickier, and new AI-related high-yield deals have slowed sharply since September. Big tech firms with stronger balance sheets look better placed.
