TLDR AI · DEEP DIVES & ANALYSIS

IS IT A BUBBLE?

oaktreecapital.com58 min read

Summary from the TLDR AI newsletter

No one can definitively say whether we are currently in a bubble or not. No one should go all-in without acknowledging that they face the risk of ruin if things go badly. At the same time, no one should stay all-out and risk missing out on one of the great technological steps forward. A moderate position seems like the best approach. Intelligent investment requires sober, insightful judgment and skillful implementation.