Blog: What Could Prick the AI Bubble?

The return of the "burn rate" is an ominous sign.

I'm not alone in declaring an AI Bubble. But the question I'm often asked is when will it all end? What will end up pricking the bubble? Can history help us identify the trigger?

Unfortunately, each bubble has it's own trigger. But the inability of bubble-related firms to handle their debt when interest rates rise is a common pricker of the bigger bubbles.

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