AI bubble
2 statements across 2 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement Aug 3, 2026 by Reed Albergotti · across every show →
Everything said about AI bubble, oldest first
Aug 3, 2026 neutral
Albergati: AI Infrastructure Bottlenecks Prevent the Boom From Becoming a Bubble
“I think those actually, they're like, I mean, other people have made this point too. I'm not the first person to say this, but like those actually, you know, kind of prevent this thing from going off the rails. It's like a bubble, you know, prevention mechanis…”