Bindu Reddy: Firms treat AI as a $20/month perk, so the $1T valuations can't hold
bindureddy · x · 2026-10-31
Investor Bindu Reddy argues AI is hitting a "human wall" that could burst the bubble: most people and companies view AI unfavorably, actively restrict its use, and at best treat it as a $20/month employee perk rather than automating workflows or roles. At that spend level, she says, $1T valuations simply aren't supportable.
Related event: Bindu Reddy Warns AI Bubble May Burst as Firms Treat AI as a $20 Perk(4 posts)→
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