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Tariffs, AI, and Tech Industry Dynamics
This chapter explores the impact of tariffs on the technology sector, emphasizing the resilience of software providers while expressing concern about customer purchasing power. It also delves into the growing hype around artificial intelligence, discussing the gap between customer expectations and actual delivered value amidst significant investment. Lastly, the chapter highlights a shift in management approaches towards sustainable growth strategies, reflecting changing market conditions and investor sentiment in various sectors.