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AI Valuation Skepticism

Updated 2026-09-01 15:10 UTC 1 source Negative

Investor Paul Kedrosky expresses skepticism about the AI valuation bubble, comparing it to past technological booms. His concerns stem from a perceived disconnect between valuations and revenue-growth forecasts.

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There’s a disconnect between AI valuations and revenue-growth forecasts, observes this investor

Well-known investor, academic and economist Paul Kedrosky is skeptical that this AI bubble differs markedly from that which met other new and revolutionary technologies.

2026-09-01 14:52 UTC