There isn’t just one AI bubble, strategist says — there’s a ‘rolling sequence of bubbles’ instead
The question of whether AI is a bubble is the wrong one, Dhaval Joshi argues. The right question is: which AI bubble is popping today?
Reported by 1 outlet — Fortune. See all sources ↓
The question of whether AI is a bubble is the wrong one, Dhaval Joshi argues. The right question is: which AI bubble is popping today? Joshi, until recently the chief strategist for Counterpoint at London’s BCA Research, has been building a reputation for contrarian, structurally minded calls on the AI trade. A week ago, he reframed the entire “is AI a bubble debate” itself, writing on LinkedIn.
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- The question of whether AI is a bubble is the wrong one, Dhaval Joshi argues. The right question is: which AI bubble is popping today?
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- 1 outlet, average source rating 6.0/10.
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There isn’t just one AI bubble, strategist says — there’s a ‘rolling sequence of bubbles’ instead
Sources1TypeCoverageFortune