AI is attracting massive investment — yet its long-term returns remain unclear
Unlike past tech cycles, AI comes with:
- enormous upfront costs
- fast-moving competition
- uncertain profit pools
Markets have seen this before. New technologies create value — but not always for the early winners. For financial institutions, the dilemma is clear: invest early without clear ROI, or risk falling behind.
AI shifting from capability to infrastructure — embedded into onboarding, compliance, and decisioning.
Because value won’t come from AI itself, but from how it’s applied.
Are you building for the AI cycle — or for what comes after it?
📌 Source: The Economist
https://www.economist.com/finance-and-economics/2026/03/12/why-investors-wont-know-what-to-make-of-ai-for-a-while
