In this 1-hour session, FutureSight’s Founder & Managing Partner, John Carbrey, explores one of the most pressing questions in today’s tech and investment landscape: Is the AI boom a true industrial revolution—or a bubble waiting to burst? In this webinar, you’ll learn:
1. The difference between financial bubbles and industrial technology bubbles.
2. Why AI token consumption—not GPUs—is the real signal of adoption.
3. How infrastructure, energy, data centers, and semiconductor markets are reacting.
4. Why model providers face long-term pricing pressure
5. What the “turning point” and “trough of disillusionment” look like today
6. Why 95% of GenAI pilots fail—and the 4 traits shared by the successful 5%
7. The rise of the AI Workforce and how vertical AI SaaS companies are winning.
8. Where investors are actually making money in AI right now.
9. Featuring real examples from FutureSight’s portfolio, including CaringAI, Addie, Mercata, Crewscope, and Medivox—plus insights on how AI workers will reshape labor markets, productivity, and enterprise value creation.
10. If you want to understand where the real value is emerging in the AI era—or how to invest your capital and time wisely—this session is for you.
📩 Have questions? Drop them in the comments or reach out to FutureSight directly.
Watch the Full Webinar
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