Investor Paul Kedrosky questions whether the current AI boom stands apart from earlier technology bubbles.
MarketWatch posted that investor, academic and economist Paul Kedrosky sees a mismatch between high AI company valuations and their expected revenue growth. The post links to a MarketWatch story quoting Kedrosky, who doubts this AI period will prove different from earlier revolutionary technologies that also produced sharp valuation spikes followed by corrections. The report presents his view as a direct observation rather than a broader forecast.
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Investor Paul Kedrosky questions whether the current AI boom stands apart from earlier technology bubbles.
MarketWatch posted that investor, academic and economist Paul Kedrosky sees a mismatch between high AI company valuations and their expected revenue growth. The post links to a MarketWatch story quoting Kedrosky, who doubts this AI period will prove different from earlier revolutionary technologies that also produced sharp valuation spikes followed by corrections. The report presents his view as a direct observation rather than a broader forecast.
MarketWatch@MarketWatchThere’s a disconnect between AI valuations and revenue-growth forecasts, observes this investor https://trib.al/xrzoTTW
MarketWatch@MarketWatchThere’s a disconnect between AI valuations and revenue-growth forecasts, observes this investor https://trib.al/xrzoTTW
