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PeterYoung
PeterYoung
October 16, 2025

Experts debate if AIs investment surge is a bubble noting two key differences from past tech bubbles underlying firms are generating significant revenue and investments are in private not public markets However the sector faces a risk bubble with VCs taking on huge systematic risk in AI rather than diversifying their portfolios

Experts debate if AIs investment surge is a bubble noting two key differences from past tech bubbles underlying firms are generating significant revenue and investments are in private not public markets However the sector faces a risk bubble with VCs taking on huge systematic risk in AI rather than diversifying their portfolios
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