Information Technology · open issue · approved

Is AI a bubble?

Is today's spending and valuation of artificial intelligence a bubble that will deflate?

Where the experts stand

Yes

5 on record 62%

3 on record 38%

Too early to say

0 on record 0%

Where the public stands

Yes

0 answers —

Too early to say

0 answers —

0 public answers · one per account Sign in to answer

Yes — 5 on record

Ray DalioFund Manager · BEATS 8

Obviously the AI boom that is now in the early stages of a bubble had a big effect on everything

said 26.01.06 on X post (2025 review), via Fortune · source

Michael BurryFund Manager · BEATS 8

True end demand is ridiculously small. Almost all customers are funded by their dealers.

said 25.11.23 on X · source

2025 will be known as the year of the peak bubble

said 25.12.20 on Substack (Marcus on AI) · source

Absolutely, there are a ton of these investments that will be dead ends.

said 25.10.28 on CNBC Squawk Box · source

Are we in a phase where investors as a whole are overexcited about AI? My opinion is yes.

said 25.08.15 on Reporters' dinner (The Verge) · source

I saw things I'd never even imagined, and that's why I don't think it's a bubble.

said 25.03.25 on Mad Money (CNBC) · source

Cathie WoodFund Manager · BEATS 5

In our view, the bubble today is not in AI, but in gold.

said 26.01.30 on X post · source

I don't think this is the beginning of a bust cycle ... I think that we're in a boom. We're in an investment super-cycle.

said 25.11.23 on All-In podcast (quoted by NPR) · source

No one on record yet.

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