Forward Guidance(@ForwardGuidance):AI could hit an air pocket before mass adoption arrives. @stevehou says current CapEx cycle may lose momentum while large enterprises are still struggling to integrate AI into their workflows. “The fastest adoption and most ROI show up in the smallest enterprises, but those are going to be small by dollar amount.”

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Forward Guidance@ForwardGuidance

2026.07.24 16:01

AI could hit an air pocket before mass adoption arrives. @stevehou says current CapEx cycle may lose momentum while large enterprises are still struggling to integrate AI into their workflows. “The fastest adoption and most ROI show up in the smallest enterprises, but those are going to be small by dollar amount.”