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by WheelsAtLarge 311 days ago
It comes down to how much money is available to invest in new AI companies. Eventually, the money will dry out, it always does, and the whole house of cards will fall apart. My guess is that the FED will need to tighten interest rates at some point because of inflation and everyone will panic. The ones that are leveraged will close their positions and others will follow. The whole bubble will collapse. It won't happen this year but next year is open.

The whole IPO craze has not gotten into gear so we have some time. The current AI darlings will go public at some crazy multiple to earnings and people will be amazed. We should all worry after that.

For techs, people are saying that it's too late to get AI skills but I disagree. There are still a few more years to go. But don't wait too long that too will collapse.