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One of the AI giants will lose (huge). But investors don’t need to

As long as you’re not betting on one particular company or one particular debt offering, relax and enjoy the ride.

Richard Holden
Economics professor
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Is there an AI bubble? It seems like the question being asked around the world.

And there’s been some terrific analysis of why people from Jeff Bezos and Jamie Dimon to AI royalty such as Sam Altman and Demis Hassabis are voicing serious concerns.

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is scientia professor of economics at UNSW Business School. Connect with Richard on Twitter.
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    Original URL: https://www.afr.com/policy/economy/one-of-the-ai-giants-will-lose-huge-but-investors-don-t-need-to-20251124-p5nhyw