Investor assumptions about the AI trade are starting to stretch reality, Goldman Sachs says
THE SO WHAT
Public-market AI expectations are starting to decouple from near-term delivery, which usually precedes a repricing of anything that looks like commoditized infra or undifferentiated SaaS. Operators should assume capital will stay available for clear moats and real unit economics—but tourist money can vanish quickly for “AI-adjacent” stories without proof of durable margins.
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