The article argues that current AI investment may represent the final stage of the Information and Communications Technology surge (begun 1971) rather than a new technology era, drawing on Carlota Perez's model of 50-60 year technology cycles and Nicolas Colin's "late cycle investment theory." The author questions whether sustainable business models exist to justify massive AI investment in the USA.
Strategy
AI could be the end of the digital wave, not the next big thing
Using Carlota Perez's 50–60 year tech cycle model, the author argues AI investment represents the climactic stage of the 55-year Information Age (1971–2026) rather than initiating a new technology era, questioning whether sustainable business models justify current spending levels.
Monday, April 13, 2026 12:00 PM UTC2 MIN READSOURCE: Hacker NewsBY sys://pipeline
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