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You seem really confident that it is a bubble. Do you have a short position? Or do you want to make a concrete bet on it?

If the valuation of OpenAI in 6 months is not less than what it is now, would you gracefully agree you were wrong?

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It's still a bubble, even if it doesn't or won't at all implode. It's a bubble because the underlying economic realities don't come anywhere close to the current valuation. I.e. it's all so inflated due to speculation.

6 months is nothing and doesn't say anything. But AI is just the frothing on top of the debt bubble, and all the cheap money that is still circulating around the economy. What I'm personally doing is taking on an asset allocation that would weather a potential downfall.

this is a weak argument. if a bubble doesn't pop it is not a bubble. you can't keep claiming it is a bubble for 10 years

the Chinese property bubble took about that long to pop, but it eventually did.

It seems the AI bubble may be starting to pop for some, like plantir and nvidia.

when?

Last couple days. Moreso Plantir than Nvidia.

Palantir is an AI stock?

They're supposed to be a major source of AI tools for government. That's not all they do, but that's what has been driving the massive stock price increase.

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