The AI Bubble Is Real, but So Is the Efficiency Wave

The loudest pitch in the market right now is that AI changes everything, overnight, forever. Sit inside the businesses actually deploying it and a different number shows up: closer to 18 to 25 percent net efficiency gains, with a meaningful share of tokens spent fixing bugs the AI itself introduced.

In this episode of Disruption Intelligence, the Plutus21 team works through the gap between what AI model companies are selling and what their portfolio companies are measuring. They cover the "mythos" model marketing playbook, the frenzy they witnessed firsthand in San Francisco, why they would rather own the companies capturing AI efficiency than the model makers raising at trillion-dollar valuations, and what all of this means for new graduates entering the workforce.

The throughline is the Plutus21 view: AI belongs in every value-creation strategy, but it has to be measured. The companies that win are not the ones firing staff and calling it AI. They are the ones serving more customers, charging less, and still making more money, quarter after quarter.