13 lines
1.4 KiB
JSON
13 lines
1.4 KiB
JSON
{
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"HubID": "5956",
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"Date": "06/11/2026",
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"Title": "AI boom, crash, then relentless growth",
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"HubTags": ["External Platform Posts", "Future Map"],
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"Contacts": ["contact1", "contact2"],
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"Companies": "",
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"File": "",
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"Image": "",
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"Summary": "It is really import to get different perspectives on the AI boom. I tend to live in the AI boom echo chamber, so I really value people like this author who require us to pause. My take: the potential and demand for AI will arrive (this author does not think so), but the timing could be later, which means valuations cannot support what we have now, which means we have a crash that wipes out investors. That does not mean AI fails - it just means valuations get adjusted. My concern is who gets wiped out - the chumps in this case - and that is likely to be the retail investor. All the new hyperscalers are going public this year, and existing one are already public. The original investors and their market makers will be sufficiently out to have made a killing on their investment. The retail public is their exit strategy. Amazon is a perfect analog: went public, then fell ~95% in the bust, took 10-years to recover, then did incredible the following 10-years. Great long-term investment, but it wiped out retail investors who did not have the capacity to hold on for decades to see their investment pay off. I think the same story repeats again. https://www.wheresyoured.at/ai-is-slowing-down/",
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"Notes": ""
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}
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