Everyone's Watching Stocks. The Real Bubble Is AI Debt
4 months ago
- #AI
- #Debt
- #Tech
- The AI boom has evolved significantly since the introduction of ChatGPT in 2022.
- Initially, major U.S. tech companies drove the AI surge with substantial financial resources.
- Debt has now become a factor in the AI industry, increasing risks and stakes.
- Howard Marks' essay 'Is It a Bubble?' suggests the AI bull market has progressed beyond its early stages.