We need to think about how to make sure we're getting productivity out of this
28 October 2026 (Tech Policy Press). Investor Ray Dalio, explaining why he believes the market is in an AI bubble, quoted in Tech Policy Press, October 2026.
What to Do About the Coming Glut of AI Data Centers
AI and money · AI and hype · 2026
Who else?
Other voices
- “There is no AI bubble” Dan Simkowitz, Investor,
- “They don't show up on the P&L in a way that justifies significant infrastructure investment” Louis Landry,
- “Customers will increasingly measure the cost of tokens against the outcomes they produce” Satya Nadella, Builder,
- “The correction is coming to AI” Charles Gasparino, Writer,
- “Cost is a big deal, and we want our customers to pay us, not the AI vendors” Chuck Alpert,










