Latest / JB's Podcast with Kai and Nia
The AI Depreciation Tsunami
Send us Fan MailThe growing AI bubble anxiety is gripping the tech market, noting a shift from market euphoria to investor doubt due to high valuations and rising debt financing. Financial skeptics warn that the AI infrastructure buildout is being treated as a one-time investment, creating a "depreciation tsunami" fueled by loans and bonds, though some analysts believe a total "get out" signal has yet to flash. This market skepticism is contrasted with the view of industry CEOs, who highlight explosive revenue growth in AI-first coding and the accelerating enterprise adoption of AI agents…
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