AI spending will outpace software revenue until 2032 – founders must brace for a long, costly runway
Rory O'Driscoll warns that AI investment is pouring half‑trillion dollars a year into the ecosystem while revenue lags until roughly 2032. Founders must plan for a prolonged capital flood and a potential market pull‑back before the spend‑to‑revenue crossover. Ignoring the timing could doom even promising software ventures.