3. Andrew Ng: "The AI Bubble Is Real — But It's in the Training Layer"
Fast Company·high signal
Andrew Ng acknowledges the AI bubble is real but locates the risk specifically in the training infrastructure layer, not in applications. He says AGI is "decades away" and the real near-term value is in agentic systems that automate workflows. Crucially, he cites data: 56% of 4,454 CEOs across 95 countries report neither increased revenue nor reduced costs from AI over the past 12 months. He also warns that enterprise AI strategies focused only on "saving money" are already dead — the real oppor