Is AI FOMO going to kill Big Tech?
The question sounds provocative. Yet it becomes legitimate when you look at the current frenzy: tens of billions raised in a rush, exploding debt, opaque arrangements to finance ever-larger data centers.
On the ground, I see the same mechanics at a smaller scale: organizations rushing into AI out of fear of being left behind. Not out of strategy. Out of reflex. Out of quiet panic. Out of FOMO.
And that is where the risk is born. Not in the technology. In the absence of vision.
AI is not a financial sprint. It is an organizational marathon.
While Big Tech burns capital as fuel, the real issue becomes visible: AI does not only require compute, it requires new workflows, rethought management, a structure capable of learning faster than its own models.
This is actually what I took away most from agility: the cone of uncertainty. The newer a technology, the more unknowns there are, and the more rational it is to defer structural decisions until reliable data is available. Investing massively when use cases, needs, and operating models are not yet stabilized, when discoveries will force multiple pivots, goes against this very principle.
Committing that much capital in such an unstable context looks like a disproportionate bet, almost a suicidal risk for a company already heavily in debt.
FOMO drives you to invest more. AI demands that you transform better.
The key takeaway: the challenge is not to go faster than others, but to avoid burning out before finding your AI operating model. The survivors will not be the wealthiest, but the best aligned.
I help organizations navigate this transition: augmented workflows, reinvented management, truly AI-native products.
If you would like a 30-minute conversation to explore your challenges and see what could be activated in your context:
I publish daily on AI and the transformation of work. Subscribe to follow the movement.
Your take: is the current AI FOMO a driver of innovation... or an underestimated systemic risk?
Panic on the markets: 1 trillion dollars evaporated. And the question that arises is simple: is this really a surprise?
Two days ago, I warned about a specific point: AI FOMO is pushing organizations, small and giant alike, into financially and structurally dangerous decisions. What just happened to Big Tech is the immediate proof.
In one week, the world leaders in AI lost nearly 1 trillion dollars in market capitalization. Not because the technology is slowing down. But because the market realizes that the current acceleration is not driven by strategy, but by fear.
What I wrote in my post is confirmed
AI FOMO will not kill Big Tech through lack of innovation, but through excess of haste.
Massive investments funded by debt. Decisions made while use cases, operating models, and economic visibility remain unclear. A compute race that looks more like a gamble than a strategy.
AI is not a financial sprint. It is an organizational marathon.
This week's crash is not an accident. It is a warning. A reminder that AI does not forgive the absence of vision. That investing faster than you transform your workflows, your management, and your structure leads straight into a wall.
The key takeaway: you do not win the AI race by going faster than others, but by avoiding burnout before finding your operating model.
I help organizations navigate this transition: augmented workflows, reinvented management, truly AI-native products.
If you would like a 30-minute conversation to explore your challenges and see what could be activated in your context:
I publish daily on AI and the transformation of work. Subscribe to follow the movement.
Your take: is this crash just an accident... or the first real signal that AI FOMO is driving the market into a high-risk zone?