The market is sliding, and once again the same few companies that pushed it to record highs are pulling everything down with them. Cue the noise:
“AI is a bubble.”
“The sky is falling.”
“Everything’s fine.”
Here’s the uncomfortable truth:
AI isn’t the problem — leadership structures are.
AI is real. It’s durable. It’s not going away.
The bubble is in valuations, not the technology. A correction? Yes. A collapse? No.
Yes, some data centers are sitting empty.
Not because AI demand vanished, but because companies raced ahead without structure, power capacity, or a plan. Overbuilding is not a sign of strength—it’s a sign of confusion.
The real crisis is structural.
The economy has split:
• A tiny group of companies carrying the entire market
• Everyone else struggling with layoffs, stalled execution, leadership churn, and a disengaged workforce
Most companies aren’t failing because of AI.
They’re failing because they’re not built for what’s coming next.
We’re not in a tech crisis. We’re in a structure crisis.
The firms that redesign how they lead, focus, innovate, and mobilize their workforce will win the next decade.
The ones that don’t—won’t survive it.
Find out about your structure here