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“But I don't think, on the other hand, that it means that all of these AI companies are going to make it. I think some of them are fragile, and so there can be a bubble in specific companies. Top of my list would be OpenAI.”
“And so if the AI bubble bursts and we don't see as much capital flowing into the AI sector any longer, it will probably force firms to actually invest more in data, compute, energy saving AI.”
“the possibility that this is a short-term bubble that really disrupts our society. People lose jobs. There are all these negative consequences throughout our society and then the people who are in it to get to make money have made their money and they get out and then the society is holding the bag.”