Top Goldman Software Analyst Unveils 12 Lessons From Three Decades Of Tech Cycles

We've reached a stage in the AI cycle where listening to industry insiders and veterans who've lived through multiple boom-and-busts actually matters. Their perspective is uniquely helpful in figuring out whether this boom still has real momentum rolling into 2026 - or if the runway is already running out of pavement. 

Leaning on Kash Rangan, a Managing Director and Senior Equity Research Analyst at Goldman Sachs, who on Tuesday published a new client report titled "