Zoho's Vembu warns trillion-dollar AI investments are a bubble

Zoho's Sridhar Vembu cautioned that trillion-dollar AI lab investments are decoupled from real software value creation and rising compute costs. Builders betting on proprietary foundation models should stress-test unit economics—Zoho's bet is on efficient, domain-specific models embedded in SaaS workflows, not raw model scale.

Source: Analytics India ↗