Latest / JB's Podcast with Kai and Nia
The AI Bubble and the Investment Loop: When Innovation Starts to Look Like Excessive Buyback
Send us Fan MailPandora's box was significantly opened with shares buyback that have in some cases a way to hide underperformance given the perceived high demand for a given stock. Now what we're seeing in terms of AI firm investing in one another. This trend may well set the stage for a bubble much sooner than history might have taught us. When seen via the lens of changing discourse from OpenAI to Grok and even Nvidia, it is quite possible that this approach of investing in one another, is a concerted effort to keep the investments pouring in, when in fact they might not at the same rate.
The skinny
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