What scares AI investors the most about their own bets

For much of the past two years the dominant question in AI has been how big the opportunity is. More recently, attention has turned to what could go wrong. Through the second half of 2025, warnings about an AI bubble grew harder to ignore, with sharp market swings, eye-watering valuations, and circular investments sparking comparisons to the dot-com bust. Yet the sums pouring into the sector keep growing. That leaves investors in an uneasy position. AI is too important and fast-moving to ignore – but if ...