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Please stop asking me when the AI bubble will pop

Confidence84·developingImportance85NP-EVT-20261103-CF87B19

People, including on this staff, keep asking me with varying degrees of excitement or trepidation when the AI bubble will burst. I'll tell you what I tell them: If I knew that, I would make a life-changing bet on the market, levered up as far as I could, and then, after I made my money, […]

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Please stop asking me when the AI bubble will pop
Elizabeth Lopatto · 11/3/2026, 11:37:45 PM
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