The Next Wave

How AI is Reshaping Markets, Business, and Society

AI isn’t just the next wave of tech—it’s a complete restructuring of how markets, companies, and economies operate. What we’re seeing now isn’t a peak. It’s a beginning.

While many still compare AI to the internet or the mobile revolution, the scale here is fundamentally different. Infrastructure players are growing 50–70% at billion-dollar baselines. Traditional valuation models are breaking down. Culture, execution, and vision now drive market cap as much as cash flow or margins.

This moment is forcing a rethinking of everything from investing frameworks to labor policy. AI won’t just automate routine tasks—it’s already reshaping entire sectors. And the biggest value creation may come from companies that aren’t tech-first, but know how to use AI to reinvent themselves.

Inside this breakdown:

• Why traditional metrics no longer explain tech valuations

• How company culture and leadership vision became central to AI investing

• Where labor displacement may hit hardest—and why policy will need to evolve

• And why we’re still early in the AI adoption curve, despite market hype

This isn’t just about opportunity—it’s about understanding the new rules.