Bridgewater Associates’ Post

With all the recent market volatility, people have been asking "Are We in an AI Bubble?" My take: yes and no. While we're in a bit of a readjustment period, the potential for AI to completely transform our lives remains strong. So how do you distinguish between good and bad AI investments? My thoughts below:

Following up on my previous post. :-) For a much more 'passionate' assessment, see Matthew Berman's latest video: https://lnkd.in/eXTV-Gvq. :-) I do not agree with Berman's logic, however: I think AI technology is maturing, and so the bottleneck isn't computing power anymore. What do you think? 🤔 #AI #TechMarketsCrash #DeepSeek #DeepThink #OpenAI ##AIStockCrash #OpenSourceAI #TechMarkets #AIInnovation #DemocratizingAI #AIandEconomics #AIForEveryoneArtificialIntelligence #TechnologyTrends #TechDisruption #FutureOfAI #AIInvestments

Is The AI Bubble Busting? 📉 Are we in an AI bubble that's about to burst? With skyrocketing stock prices for AI companies like Nvidia and mixed earnings from tech giants, it's a question on everyone's mind. Are we reliving the dot-com bubble? While the potential for AI to add trillions to the global economy is huge, recent market signals are raising concerns. But remember, today's AI leaders are backed by solid businesses, unlike the dot-com era. Even if a market correction comes, the long-term prospects for AI are strong. Could this be the start of an AI revolution or a bumpy ride ahead? https://lnkd.in/ejzkUv3G #AIBubble #TechStocks #FutureOfAI #AIRevolution #MarketTrends

Co-wrote this article where we discuss the emergence of Sovereign AI blocs, tailwinds and headwinds, key takeaways for execs on how to build this out and for investors looking at the chance to stake high-value claims in a hot asset class. Would love to hear your thoughts.

The tech industry's giants—companies like Google, Microsoft, and OpenAI—often overshadow innovation, but emerging players like China's DeepSeek, with its potentially groundbreaking R1 AI infrastructure, signal a transformative shift. DeepSeek’s technology stands out not only for its innovation but also for its cost-effectiveness, offering solutions at a fraction of the price compared to billion-dollar industry leaders like Nvidia. Alongside DeepSeek, rising names such as Anthropic and Stability AI are pushing boundaries in generative AI, while influential figures like Sam Altman, Jensen Huang, and Kai-Fu Lee are shaping the discourse around the future of artificial intelligence. These developments highlight how the balance of power in technology is steadily diversifying, challenging the dominance of established leaders. The accelerating pace of technological change forces us to grapple with its profound implications—not just in terms of economic advancement but also in its capacity to disrupt existing global power dynamics, societal norms, and traditional systems of governance. P.S.: Staying informed and adaptable is not just a choice but a necessity in navigating this rapidly evolving landscape. https://lnkd.in/dKdQ-kBh

Very interesting and accessible explanation by Professor Mike Pound of the new Chinese AI model DeepSeek, and might give some insight into why American tech stocks reacted by losing 1 trillion dollars in value overnight. Personally I'm always glad to see technology becoming more open-source. https://lnkd.in/eQyvjRsZ

How can income-focused investors benefit from the AI tailwinds? Listed Real Asset PM Ashton Reid discusses the income opportunity for listed Data Centres, the backbone of the AI data explosion.

Interesting to listen to Mark, please skip Jensen part, empty phrases, no content #AI #future #genai #LLMs