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The Four AI Narratives Splitting Venture Capital Right Now

The AI bubble case is four separate arguments with four different tests. Burry on depreciation, Gurley on revenue, Zitron on solvency, MIT on deployment.

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venerdì 7 agosto 2026·forbes.com
The Four AI Narratives Splitting Venture Capital Right Now
The AI bubble case is four separate arguments with four different tests. Burry on depreciation, Gurley on revenue, Zitron on solvency, MIT on deployment.