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He didn't make a statement about whether there is an AI bubble, he just said we wouldn't know if we were in one:

> "It is very hard to time a bubble," Prof Admati told me. "And you can't say with certainty you were in one until after the bubble has burst."

This statement is very true. Even if we are in a bubble you should not make the mistake of trying to time it properly.

For example, look at Nvidia during the last cryptocurrency hype cycle. If you predicted that was a bubble and tried shorting their stock, you would have lost since it didn't drop at all at they successfully jumped from crypto to AI and continued their rise.

I am not saying crypto wasn't a bubble, and I am not saying AI isn't a bubble; I am saying it would be a mistake to try to time it. Just VT and chill.


He gave an innocuous response.

Which prompted the question of whether there would be strong disincentive for any Stanford business school professor to give a non-innocuous response that would be a wet blanket on the AI ambitions surrounding them.

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