ARTIFICIAL INTELLIGENCE: 2026 WILL SEE THE END OF THE BETA FACTOR AND THE RETURN OF MICROANALYSIS 1/3

10 Nov

ARTIFICIAL INTELLIGENCE: 2026 WILL SEE THE END OF THE BETA FACTOR AND THE RETURN OF MICROANALYSIS 1/3

Artificial Intelligence has moved from academic obscurity to a central corporate and economic strategic driver in just five years, catalyzed by the breakthrough of generative AI. This period was defined not by slow, linear evolution, but by a frantic, exponential race for performance and immediate public access. The market is shifting toward "The Great Sorting" in 2026, where the core investment question will pivot from mere adoption ("Do you use AI?") to demonstrable financial return ("How much does it earn you?").

Key Points

  • The complex AI ecosystem: 5 years that changed everything
  • The situation at the end of 2025: A stratified ecosystem
  • The main players in the existing oligopoly
  • Anatomy of the ecosystem: the 3-layer pyramid
  • Stock market performance 2020-2025: the valuation revolution
  • Evolution of the main AI ETFs
  • The risks of the AI bubble bursting
  • AI strategy for 2026: the end of correlation
  • The return of rational microeconomic analysis