CEOs question genAI business models as monetization stalls

The author argues that generative AI is showing signs of a potential market bubble as it struggles with third-tier monetization, negative unit economics, and rising implementation costs. While hardware manufacturers and hyperscalers have benefited from early-stage demand, enterprise customers have largely failed to translate AI consumption into viable business models or a clear return on investment. Furthermore, agentic workflows and AI search are causing UI consolidation, compressing content and ad-driven ecosystems while reducing margins for SaaS platforms. Open article →