Tne value gap is closing, as corporates wind back token budgets towards relative sanity and reassess what they're getting for their money.

The bubble exists because c-suite people are sheep. They follow the herd, and the frontier CEO wolf-wannabes have been trying to herd them in a profitable direction.

But herds are easily frightened, and there's always a danger they'll stampede in a different direction.

And the risk of a catastrophic AI-enhanced online blackout is increasing.