The Bigger Mania: Blockchain or AI? Plus a Walk Down AI Memory Lane

I’m from the school of thought that “every picture tells a story...”

I wish I had included the charts and screenshots I’m about to show you in something I wrote earlier this week on the mania surrounding artificial intelligence (“AI”).

As is often the case, I didn’t think about it until after that piece was published.

But if nothing else, the charts help put this current mania in perspective. That’s especially true now that every company is jumping on the AI bandwagon, which leads to the questions: Which companies are really plays on AI… And when will we reach peak AI?

I actually had fun with that the other night on CNBC’s Last Call, where host Brian Sullivan asked the question about who is and who isn’t AI. (You can see the clip here.) 

I have my own way of looking at it, which I talked about on the show...

I like to go back and see how often companies mentioned AI in their SEC filings and on earnings calls in recent years.

The filings indicate what role AI officially played. The earning…