JPMorgan's Craig on AI Valuation Concerns
THE SO WHAT
When JPMorgan strategists go on air to flag AI valuation risk after Micron’s upside shock, CIOs get political cover to rebalance. If your budget or fundraising narrative leans on “AI multiple,” be ready to defend cash flows and unit economics, not just TAM and model stories.
READ THE SOURCE
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Applied AIYour enterprise AI agents should automatically remember which model is right for which task. Mindstone built the capability with Rebel
Mindstone’s Rebel leans into local-first, distributed agent orchestration that remembers which model is best for which task—model selection is becoming an infra concern, not an app feature. If you’re wiring multiple models into workflows, start treating routing, memory, and locality as core architecture decisions, not glue code.