The current AI wave has sent public and private assets parabolic recently. This week we find out exactly why, and theorize how it might end, if it does.
Good interview. Way more questions raised than answered, but that appears to be the nature of this bubble. We learned that historical anecdotes do not quite fit the pattern with AI especially given the sums of money involved in its buildout. The interview did produce cringy news: some of the crew from the housing bubble are back, brushing off their securitization playbooks.
Good interview. Way more questions raised than answered, but that appears to be the nature of this bubble. We learned that historical anecdotes do not quite fit the pattern with AI especially given the sums of money involved in its buildout. The interview did produce cringy news: some of the crew from the housing bubble are back, brushing off their securitization playbooks.