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AI sector

2 statements across 2 episodes · 0 bullish · 2 bearish · 2 people on the record · first statement Oct 28, 2025 by Anthony Scilipoti · across every show →

Everything said about AI sector, oldest first

Oct 28, 2025 bearish
Prediction Not checkable as stated
Scilipoti: Vendor-Financed AI Chip Bubble Is Highly Vulnerable to Collapse
“But if this is happening over hundreds of transactions, where it's making investments like this, in its own customers, then what ends up happening if all of a sudden it runs out of the ability to get cash or the customers end up having problems selling service…”
Anthony Scilipoti Oct 28, 2025 ▶ 34:48 Forensic Account: The Bubble No One is Talking About | Anthony Scilipoti
Jun 9, 2026 bearish
Insight
Gurley: Circular AI cloud deals heighten correction risk while delaying it
“Some of the, these quote circular deals that people are talking about enhance the probability that we'll have a correction, but also extend the time before we have one.”
Bill Gurley Jun 9, 2026 ▶ 27:39 Mental Models That Change How You Think | Bill Gurley
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