Is the Real AI Bubble Just Getting Started? | Raoul Pal and Kevin Kelly and Ash Bennington
Is the Real AI Bubble Just Getting Started? | Raoul Pal and Kevin Kelly and Ash Bennington
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Raoul Pal and Delphi Digital co-founder Kevin Kelly join Ash Bennington to discuss the recent market volatility, what’s driving price action, and where they see the biggest opportunities and risks heading into year-end.⁠ • 🧠 Is Everyone Calling a Bubble... the Real Bubble? The hype around an AI bubble is everywhere — but what if we've entered a bubble of bubble-calling? 🤯 Everyone’s got an opinion, but the real risk may lie beneath the surface. • 🏗️ AI Infrastructure = Hidden Risk? As AI expands, data centers are the backbone — and the hotbed of potential risk. This phase of the AI boom may rely heavily on debt financing, and that could spell trouble. ⚠️💸 • 💣 Debt = Bubble Popper Bubbles don’t burst on sentiment alone. They burst when debt collapses. If this AI build-out is financed the way it seems, the cycle could end in familiar pain. 📉⏳ #AIBubble #ArtificialIntelligence #TechInvesting #MarketCrash #RealVision #DebtCrisis #FinanceTalks #MacroInsights #DataCenters #Investing2025 🍌 Get your Banana Zone swag at the Real Vision merch store: https://shop.realvision.com 📣 Elevate your brand with Real Vision. Connect with us at partnerships@realvision.com to explore advertising possibilities. About Real Vision™: We arm you with the knowledge, the tools, and the network to succeed in your financial journey. 🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3YOZZUe Connect with Real Vision™ Online: Twitter: https://rvtv.io/twitter Instagram: https://rvtv.io/instagram Website: https://rvtv.io/3Y4t5Pw
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