AI 泡沫何时破裂？The Verge 编辑：没人能预测
Please stop asking me when the AI bubble will pop
精选理由
The Verge 编辑被问烦了 AI 泡沫什么时候破，写了篇文章回应，还搬出 Pimco 和 Apollo 的债市观点，看完能少焦虑一点。
The Verge 编辑撰文回应读者与同事反复追问的 AI 泡沫破裂时间问题，直言若真有人知道答案，早就会重仓押注市场获利离场。文章援引 Pimco 与 Apollo 等机构对 AI 相关债券风险的讨论，说明市场已在用资金和观点对泡沫议题表态。作者认为与其猜测破裂时点，不如关注当前 AI 资本开支与债务融资之间的具体关联。
原文 · theverge
Please stop asking me when the AI bubble will pop
People, including on this staff, keep asking me with varying degrees of excitement or trepidation when the AI bubble will burst. I'll tell you what I tell them: If I knew that, I would make a life-changing bet on the market, levered up as far as I could, and then, after I made my money, […]
