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Howard Marks: "AI will change the world, but this doesn't mean there won't be a bubble." This is why I invest exclusively in picks & shovels when it comes to AI. There'll likely be overbuilding, which means picks & shovels will make a lot of money: Compute and energy.

Oguz Erkan

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81,095 次观看 • 7 个月前 •via X (Twitter)

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Professor Jiang: “The AI bubble is about to burst, which means they are about to engineer a financial crisis in America. In a year’s time you’ll have massive unemployment, you’ll have stock market collapse around the world. Companies will be going bankrupt, it’ll be super expensive to fly, there will be energy lockdowns all around the world, and that I think will be the biggest story of 2027.”

Professor Jiang: “The AI bubble is about to burst, which means they are about to engineer a financial crisis in America. In a year’s time you’ll have massive unemployment, you’ll have stock market collapse around the world. Companies will be going bankrupt, it’ll be super expensive to fly, there will be energy lockdowns all around the world, and that I think will be the biggest story of 2027.”

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"It just doesn't compute. And I think when things like this don't compute, it means that there is going to be a very fast reconciliation at some point, which is the Omega Candle and a fast run to $1 million [bitcoin]." - Samson Mow, CEO of JAN3

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ELON MUSK: "My prediction is that there'll be far more robots, like intelligent robots, in the world than there will be people, and I think this is most likely to be a good thing, we always want to be a little paranoid, or certainly not complacent about the safety of robots, but I think it will usher in an age of not universal basic income, but universal high income."

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Linus's views on AI: - “AI is clearly a bubble, but it will change how most skilled jobs get done.” - “Vibe coding is great for getting into programming, but it's a horrible thing to maintain.” - “I'm a huge believer in AI. I'm not a huge believer in the things around AI. I find the market and marketing to be sick. There is going to be a crash.”

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ai will probably most likely lead to the end of the world, but in the meantime there will be great stand-up comedy

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.Mohamed A. El-Erian believes we are in a "rational" AI bubble: "The good news is that it's a construct that will make us more innovative, more competitive. The bad news is there will be tears, there will be losses because elements of it are elements of a bubble."

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Jeff Bezos believes that AI is an “industrial bubble”, which means every type of company or experiment — good idea or bad idea — will get funded. Even if investors don’t make money, AI is very “real” and “will change every industry”. He cites biotech bubble in 1990s: investors as whole lost money but society gained a number of life-saving drugs (similarly, the telecom bubble resulted in a massive cable buildout we still use).

Jeff Bezos believes that AI is an “industrial bubble”, which means every type of company or experiment — good idea or bad idea — will get funded. Even if investors don’t make money, AI is very “real” and “will change every industry”. He cites biotech bubble in 1990s: investors as whole lost money but society gained a number of life-saving drugs (similarly, the telecom bubble resulted in a massive cable buildout we still use).

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Trump: "AI is based on information. I hope they're right about information. I don't know. You've gotta make a lot of money to-- there's gotta be a lot of information out there, but that seems to be pretty hot. We're leading the world on information on AI."

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There’s a lot of discussion in the markets about whether there’s an AI bubble. Here I walk through a definition of a bubble, why people normally miss bubbles, why AI is likely a bubble, and what the implications are.

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#WATCH | Delhi: #IndiaAImpactSummit2026 | CEO of OpenAI, Sam Altman says, "It is amazing to be here, obviously the work happening in India and the adoption of AI is leading the world, and I can't wait to see what goes next. This will be one of the biggest markets for AI in the world, and I think India will have a huge amount of influence... It (AI) will definitely impact the job market, but we always find new things to do, and I have no doubt we will find lots of better ones this time."

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This is what Riggy G means when he says he will lead a political mobilization never seen before in the history of independent Kenya , now it will be double of this to make Ruto a wantam President & save Kenya.

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