US Chip Stocks Plunge as AI Selloff Ripples Across From Asia

Summary

The video covers a global chip stock selloff amid doubts about AI spending, then interviews Katherine Kostereva, CEO of Creatio. She explains how her company's AI-native platform enables autonomous workflows, drives strong revenue growth, and eliminates the need to expand customer service headcount. Kostereva argues AI investment remains sensible because of measurable ROI, though labor shifts toward higher-skill roles.

• US chip stocks plunged as AI selloff rippled across from Asia, raising doubts about the sustainability of the tech rally.
• Katherine Kostereva, CEO of Creatio, discussed her firm's AI-native CRM platform and no-code/agent-driven tools.
• AI agents enable 24/7 autonomous and hybrid workflows, with customer service and call centers seeing the highest ROI.
• Creatio is growing revenue ~50% YoY without adding any customer service staff, demonstrating AI-driven productivity gains.
• Kostereva sees AI investment as fully justified, with ROI coming from automation rather than from headcount expansion.
• The conversation touched on labor market implications: hiring shifts toward higher-skill roles like enterprise sales and architects.