---
id: "entity-paulo-carv-o"
type: "entity"
entityType: "person"
canonicalName: "Paulo Carvão"
aliases: ["Paulo Carvao"]
source_timestamps: ["¶1", "§ How Leaders Can Capture Value"]
source_url: "https://hbr.org/2025/10/is-ai-a-boom-or-a-bubble"
source_title: "Is AI a Boom or a Bubble?"
tags: ["author", "ai-economics", "commentator"]
related: ["framework-durable-value-capture", "quote-core-advantage", "quote-bloomberg-web"]
speakers: ["Paulo Carvão"]
sources: ["futures"]
isSpeakerEntity: true
---
## Segment 2 — futures

## Article 74 — a074

# Paulo Carvão

**Role in source:** Primary author of the HBR essay *Is AI a Boom or a Bubble?* — the analytical voice behind every thesis, concept, claim, and prescription in this vault.

**Profile:** A business and technology commentator (HBR author) who draws macro parallels between the current AI cycle and the late-1990s [[prereq-dot-com-bubble|dot-com era]]. He argues AI is a **boom being financed like a bubble** — real technology, dangerously mistimed capital.

**Attributed contributions in this vault:**
- The central thesis and the boom-vs-bubble framing.
- The [[framework-durable-value-capture|Durable AI Value Capture Strategy]].
- The [[concept-new-ai-triad|New AI Triad]] framing and the [[concept-circular-financing|circular financing]] warning.
- Direct guidance quotes: [[quote-core-advantage|"embed AI where it reinforces core advantage"]] and his citation of [[quote-bloomberg-web|Bloomberg's "interconnected web"]] description.
- All four action items ([[action-secure-energy]], [[action-workforce-partnerships]], [[action-embed-core-operations]], [[action-engage-governance]]).

> **Enrichment note:** Canonical reference is his author/consultant bio (e.g., HBR author page); positioned as the analyst drawing AI↔dot-com parallels.