Ray Dalio on the AI Bubble
Principles by Ray Dalio·2026-03-19 15:07
I think when we look at the bubble question on AI, what a lot of people don't realize in bubbles is through all technologies, they think that they are betting on the technology when they buy the stocks in the companies. That's not true. Okay.There's a giant difference between the behavior of the companies and the behavior of the technologies. And that the norm is in these is that a lot of companies won't survive in the start yet very small percentage and they'll all fight and so on but the technologies will ...