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AI Investment Signals Are Being Systematically Distorted

Speculative capital behavior, contested usage metrics, and AI-branded narratives unconnected to operational reality are degrading the quality of market signals that investors and infrastructure planners depend on to allocate capital accurately.

3 signals tracked

  1. Token counts, pivot theater, and rebrands obscure genuine AI demand picture

  2. 72% of AI deployments miss ROI while compute demand and lab burn rates surge

  3. Infrastructure investment decoupling from product economics