Tag Archives: AI bubble

05Feb/26

Beyond the Deleveraging: Why the February 2026 Fracture is the Birth of the Agentic Financial Layer

 The Morning the Music Stopped

On February 5, 2026, the digital asset market faced a reckoning that signaled the end of its adolescent volatility. In a swift “southward” slide, Bitcoin plunged below the $70,000 psychological floor, hitting a 15-month low of $66,596 and effectively erasing all gains since the 2024 election. Within a single week, $500 billion in market value evaporated, sending the “Fear and Greed” index to a chilling 12. Continue reading

23Nov/25

Structural Collapse and Consolidation of Enterprise AI Architecture

Nov. 23, 2025 /Mpelembe Media/ — ExperienceBypass™, an advisory firm, announced their new report titled “The Real AI Bubble.” This report, authored by CEO Honorio J. Padron, warns that the AI market faces a structural collapse, arguing the actual bubble is architectural, not financial. The core thesis is that tens of thousands of smaller AI point solution companies will disappear over the next 36 to 48 months as global enterprises consolidate their technology around a few AI Native Platforms (or “AI Factories”) such as NVIDIA and Palantir. This consolidation is driven by the failure of most enterprise AI pilots and a demand for unified architecture, mirroring the standardisation seen in the ERP sector during the 1990s. Padron asserts that non-integrated point solutions lack a place as the AI Enabled Enterprise™ becomes the new operating model, acting as the central nervous system for modern businesses. Continue reading