By
Borsgade
In this article, the good people at Bridgewater discuss the potential for an AI bubble, driven by the convergence of transformational technology and favorable macroeconomic conditions.
Overall, the document suggests that while there are challenges and uncertainties surrounding AI, the potential for transformative impact remains high, with significant investment expected to continue driving growth in this sector.
Here are the key takeaways:
I believe the AI bubble is ahead of us, not behind us. The greatest bubbles need a truly transformational technology and a ripe macro and monetary environment. We now have both.
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