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Julio Romo 04/08/2026 Julio Romo 04/08/2026

Is AI's Efficiency Story Hiding an Adoption Gap?

AI spending keeps rising, but adoption hasn't followed. See the data behind the efficiency narrative, and why it's building a trust crisis for boards

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opinion, how to Julio Romo 11/12/2025 opinion, how to Julio Romo 11/12/2025

Are We Pricing Tech Ambition or Inflating a Bubble?

Tech IPO valuations are soaring as SpaceX, OpenAI and Anthropic reshape markets. We need to think whether ambition, narrative and AI hype are driving sustainable value or a growing bubble.

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