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The AI bubble will pop. Intelligence won’t | Fortune
ChatGPT, Gemini and Claude are extraordinary feats of engineering, but they don’t represent sustainable AI.
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What bubble? By this measure, the AI boom still isn’t at dotcom bust levels | Fortune
Another key difference between now and the earlier boom-bust era is that the Federal Reserve is lowering rates instead of raising them.
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Jeff Bezos agrees with OpenAI’s Sam Altman: We’re in an AI bubble. But Amazon's founder says the benefits will be ‘gigantic’ | Fortune
“That doesn’t mean anything that is happening isn’t real. AI is real, and it is going to change every industry.”
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The AI bubble will pop. Intelligence won’t | Fortune
ChatGPT, Gemini and Claude are extraordinary feats of engineering, but they don’t represent sustainable AI.
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AI is becoming the ‘magic fix’ as America places ‘one big bet’ on it not being a bubble, market veteran warns | Fortune
“AI better deliver for the U.S., or its economy and markets will lose the one leg they are now standing on,” warns Ruchir Sharma of Rockefeller International.
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How business leaders can survive a 'phenomenal' AI bubble | Fortune
Lots of companies will implode in the short term, but a few will emerge as the Googles and Amazons of the AI era.
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Bank of England on AI mania: ‘Stretched’ stock valuations ‘comparable to the peak of the dotcom bubble’ | Fortune
The top five members of the S&P 500 command nearly 30% of market share, a record high for any point over the past 50 years.
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AI isn’t in a bubble—the cash (and the hype) are real, these analysts say | Fortune
The record-high price of gold suggests that a lot of investors want a hedge against an implosion in U.S. tech stocks. Yet some analysts are saying that you should believe the hype.