The risky bet by AI start-ups
Broader, integrated software platforms for business will win out against those selling specific services
Broader, integrated software platforms for business will win out against those selling specific services

How much AI is the market willing to finance?

Sell-off may be overdone, but companies need to move faster to respond to AI

The ability to steer large audiences to particular digital services has huge strategic value

Executives face choice between cutting returns to shareholders, raiding reserves or tapping the markets

Trading in insurance-like products that protect against tech company defaults is booming

Corporate leaders are betting that automation will produce outsized returns