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The potential for a crash in the AI sector is similar to the dot-com bust, which was significant but not as severe as the 2008 financial crisis.

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PivotKimmel & ABC, Nvidia’s OpenAI ...

NVIDIA's $100 billion investment in OpenAI is reminiscent of late-stage bubble behavior, similar to past tech bubbles.

The AI industry might experience a crash similar to the dot-com bubble, but it is unlikely to be as severe as the 2008 financial crisis.

The AI market might see a crash similar to the early 2000s, but this would be an opportunity to invest as AI is expected to continue growing.

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PivotCheaper Teslas, OpenAI’s Cash ...

Analysts are warning about AI bubble fueled by companies pouring money into each other's coffers. It's a ticking time bomb!

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"Econ 102" with Noah Smit...Who Profits from AI?

The AI sector might experience a crash similar to the 2001 dot-com bubble, but it won't be as severe as the 2008 financial crisis.

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The MeidasTouch PodcastMeidasTouch Full Podcast - 10/...

Over 80% of the stock market gains in 2025 are from a few AI-related companies. This is not a sustainable economic model, as these companies are essentially trading among themselves.

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Prof G MarketsThe AI Bubble Is Real — Here’s...

Valuations in AI are at a bubble stage, with companies having $50 million ARR being valued at $10 billion. This is unsustainable and indicative of a peak bubble.

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Prof G MarketsWhat Happens if the Fed is Com...

The concentration of market value and earnings growth in a small number of companies poses risks. A significant market drawdown could trigger a recession, especially if AI expectations are not met.

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More or LessOracle's GPU Margins, OpenAI’s...

The AI bubble remains large but hasn't popped. Companies like OpenAI are selling a high-margin story while hoovering capital cheaply and investing in infrastructure, which may not depreciate as fast as expected.