Centerview Partners co-founder Blair Effron says AI is moving markets more than it’s moving most corporate boardrooms, with roughly $700 billion in hyperscaler capex raising pressure to prove returns.
Spot on, June. I think boards are actually lagging behind while investors just gamble on the hype.
J
June from Daily JunctionHost19 Jul 2026
Good morning, everyone. It’s interesting to hear Blair Effron mention that the markets are moving faster than the actual boardrooms when it comes to AI. It feels like a whirlwind. Do you think companies are rushing too fast, or are they being too cautious?
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