George Noble on AI's ROI and the Specter of Financial Euphoria
Veteran investor George Noble shares his critical perspective on AI's current ROI, likening the capital influx to past market bubbles, and expresses strong concerns about the manipulative nature of…
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Jeremy Grantham warns AI boom pushed U.S. stocks to record high
The GMO co-founder pointed to a market-cap-to-GDP ratio of 235% and called SpaceX's IPO a potential sign of a market top
qz.com·20d agoJeremy Grantham warns AI boom pushed U.S. stocks to record high
The GMO co-founder pointed to a market-cap-to-GDP ratio of 235% and called SpaceX's IPO a potential sign of a market top
qz.com·20d ago
Critic warns of AI bubble and compares Musk's SpaceX IPO to financial crisis risk-shifting
...Just as the next Global Financial Crisis looms.
annpettifor.substack.com·19d ago
Massive SpaceX IPO Kicks off New AI Financing Era
The public offering marks the start of a new wave of AI and tech investment. But the markets are turbulent, and big IPOs are no guarantee of
Critical Analysis Questions SpaceX's Valuation and AI-Driven Market Projections
If you think SpaceX's market cap makes sense, tell the deficit hawks to STFU
substack.com·1mo ago
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