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Below are some of the most interesting things I came across this week. Click here to subscribe to our free weekly newsletter and get this post delivered to your inbox each Saturday morning.

Where are we in the AI Hype Cycle?

As Mr. Market and he’ll tell you we have teleported straight to the “plateau of productivity.”

According to end users, however, it would appear we are approaching the “trough of disillusionment.”

This may prove to be a problem for the companies pouring so much capital into the space right now.

Because investors have now discounted a massive amount of AI-generated earnings growth in the years ahead.

But it’s not too dissimilar from what we saw the last time the “hopes and dreams ratio” was so extremely elevated.