Are AI Enterprise Spending Growth Rates a Reliable Indicator of Market Potential?
In the AI News cycle, it’s tempting to treat enterprise spending like a scoreboard: growth rates up, opportunity must be real. But I’ve seen that story succeed and fail enough times that I no longer accept it as a standalone signal. Spending growth can be a useful clue, even an early warning. It just isn’t a reliable indicator on its own, because the market signal is tangled with who is spending, why they are spending, and what they are actually buying. If you’re trying